Editing Company details of a Contact

0 Votes

HEENA MISTRY February 08, 2022 02:12

is there a way to update a contacts company information?

whenever I run a lead report, I find some company descriptions are split/overlap into other columns, so all the data gets shifted and its time consuming cleaning it up.

appreciate if anyone has any solutions

Thanks

 

• Official comment

  

  Bryce Eklund Act-On Team February 08, 2022 17:53

  Hi Heena! Contacts can be edited by following the instructions outlined in this article:

  1. Navigate to Contacts > Marketing Lists
  2. Hover over the list or segment, click the green drop-down menu, and click Open
  3. Locate the record and click on it
  4. Click the Info tab
  5. Edit the respective fields
  6. Click Save Changes
• 

  HEENA MISTRY February 08, 2022 21:09

  Thanks Bryce

  If I edit that contacts company description, will it automatically do the same for all the contacts with same company?

   

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