✨ Introduction:
Over time, contact details may change — whether it’s a new phone number, an updated email address, or a change in company information. Webware CRM allows you to easily update and manage contact records, ensuring your team always has the most accurate information when engaging with customers.
🔔 What to Know Before You Start:
You’ll need CRM permissions to edit contacts (ie Admin or TeamAdmin).
Editing a contact will update their information across all lists and interactions within your CRM.
Updates are saved in real-time, so there’s no need to manually save after making a change.
🛠️ Step-by-Step: How to Edit an Existing Contact
Log in to your Webware Dashboard.
Navigate to the CRM section from the main menu.
In the Contacts tab, search for or locate the contact you want to edit.
Click on the contact’s name to open their contact profile.
Within the profile, click the Edit button (usually found in the top-right corner or near each section of the contact record).
Update the necessary fields, including:
First Name
Last Name
Email Address
Phone Number
Company Name
Assigned Lists
Review your changes and click Save (if applicable — some versions auto-save).
✅ Pro Tip:
Keep your contact notes up to date so your team always has context on previous conversations and interactions.
🎯 Next Steps:
After updating a contact, you can:
Assign the contact to new lists.
Schedule a follow-up task.
Start a new conversation directly from their profile.