You can edit certain information about a contact after they’ve been added to your account. This is helpful if you need to update a name, email address, or other details.
What You Can Edit
You can update the following fields for any contact:
First Name
Last Name
Email
Company
Sign-Up Date
To edit a contact:
Navigate to the Contacts page.
Use the search bar or filters to find the contact you want to edit.
Click on the contact's name to open their profile.
Update any of the editable fields listed above.
Click Save Changes when you're done.
Note: A contact’s phone number cannot be changed. If the number is incorrect, you will need to delete the contact and re-add them with the correct number.
Tip
If you’re making bulk updates to contacts (e.g., editing multiple company names), consider exporting your contacts, making changes in your CSV, and re-uploading them using the New & Existing Contacts option during import. This will update existing contacts without creating duplicates.