How do I edit a contact's details?

Open the contact, click Edit, change what needs changing, save. Everyone on your team can edit a contact's name, phone, email and tags. Only an admin can change whether they have agreed to marketing.

Edit a contact

1. Open the contact from your Contacts list, or click the pencil icon on their row.
2. Click Edit, or go straight there from the contact's own page.
3. Update any of: first name, last name, email, phone, tags.
4. Click Save Changes. You land back on the contact's page with the new details showing immediately.

Changing marketing consent

The Marketing Consent checkbox is only editable by your organization's admin. If you are not an admin and try to change it, you will see a message asking you to have your admin make that change instead, the rest of your edit still saves.

If it says the email is already used

Two contacts in your organization cannot share an email address. If you see this while editing, another contact already has that address, most likely you have found a duplicate. See How do I merge two contacts that are actually the same person?