How do I edit a single contact?

You can update a contact’s name, email address, organization, custom field information, and more right from their contact profile page.

In this article, you will learn how to edit the information located on a contact's profile page.

Locate the contact

  1. Click “Contacts” from the top menu to navigate to the Contacts overview page
  2. Enter part or all of the contact’s name or email address you wish to update into the search field:

    Search_contacts.png

  3. Once the search results load, click on the contact’s name or avatar to go to their profile page.

How to add/edit a contact's name

  1. Click the name field to the right of the avatar placeholder.

    Click_name_4.png

    If the contact does not have a name in the name field, their email address will be displayed here (as shown below):

    Click_name_field_3.png

  2. Enter the contact’s name into the name field that appears and click “Save”:

    enter_name_and_click_save_2.png

How to add/edit an organization

  1. Click the “Click to add an Organization” link that appears under your contact’s name. 

    Click_to_add_organization.png
  2. Click the organization dropdown.

    Click_organization_dropdown.png

  3. Click the name of the organization you wish to apply to your contact:

    Select_an_organization.png

    You can also add a new organization to your account by clicking “Add new organization” from the dropdown selection.

How to update custom field information for a contact

  1. To add a value to any custom field that appears in the contact info box, click the “Click to add” linkadd the value, and click "Save":

    click_to_add_value_3.png

    You can also add a new custom field to your account from this page by clicking “Add Field”:

    Click_Add_Field.png

How to add a tag to a contact

  1. Type the tag directly into the “Enter tags” field.

    Enter_tags.png

  2. Hit either the comma or enter key on your keyboard to save the tag.

How to add a contact to an automation

  1. To manually add a contact to an automation, click the “Add” button next to “Automations”:

    Click_Add_for_automations.png

  2. Click the checkbox next to the automation you wish to add the contact to and click “OK.”

    Select_automation_and_click_ok.png

How to add a note to a contact

  1. To add a note to a contact, click “Add Note” in the task bar located at the bottom of your screen:

    Click_add_note.png

  2. Type your note and click the “Add” button:
    Type_note.png

How to send a one-to-one email to a contact

  1. To send a one-to-one email, click “Send email” in the task bar located at the bottom of your screen:
    Click_send_email.png

  2. Add a subject line and type your email content. When ready, click “Send.”

    Type_message_and_click_send.png

    To read more about sending one-to-one emails to a contact, click here.

How to add a task to a contact

  1. To add a task to a contact, click “Add Task” in the task bar located at the bottom of your screen:
    Click_add_task.png

  2. Type your task description and select the type of task this will be, the date and time it will take place, and the duration. You can also set a reminder by clicking the bell icon:

    Add_task.png

    Note: this option is only available for Plus, Professional, and Enterprise plans.

How to add a deal to a contact

  1. To add a deal to your contact, click the Deals tab.

    Deals_tab.png

  2. Click “New Deal.”

    Click_new_deal.png

    Note: This option is only available for Plus, Professional, and Enterprise plans.

How to manually unsubscribe a contact from a list

  1. To manually unsubscribe a contact from a list, click the list name:

    Click_list_name.png

  2. Click the status dropdown.

    Click_status_dropdown.png

  3. Click the “Unsubscribed” option

    Click_unsubscribed.png
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