How do I edit contact information?

How do I edit contact information?

Go to Connections > Contacts.


Select the Contact entry that you wish to edit. 


By default this will open the "Info" section of Contact page. You can also reach this section manually by clicking on the "More" drop down menu and selecting "Info". 


Navigate to the relevant tab, and enter your changes into the relevant data entry field(s). When you are finished with your changes, click "Save".
 

    • Related Articles

    • How do I edit a Social Drip Campaign?

      Accessing the Drip Campaign template editor... Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your ...
    • How do I add contacts to a drip campaign?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. There are three ways to add contacts to a drip campaign: 1. Adding contacts from the ...
    • How do I import Contacts?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 08 September 2015 08:26 AM Before you begin, please ...
    • How can I share Contacts using a Smart List?

      A Smart List is a fluid and dynamic list that is based on conditions or activity. If you’d like to share contacts based on certain conditions, you can use Smart Lists to set automatic sharing of certain contacts that match set conditions or activity ...
    • How do I create a single contact?

      Creating a single contact within the MSP Advantage platform can be very useful when you have all the relevant information ready, but not in a digital form. 1. Navigate to the contacts page by selecting My Database > Contacts Note: On the Bridge ...