1. Overview
  2. Wabo features
  3. Contacts
  4. Edit/Update Contact Details

Edit/Update Contact Details

This function enables users to modify existing information for a contact, such as names, phone numbers, email addresses, and other relevant data. Keeping contact details accurate and up-to-date is essential for effective communication and ensures that interactions are based on the most current information.

How Do I Edit or Update Contact Details in the Contact Module?

 

To edit or update contact details in Wabo's Contact Module, follow these steps:

  1. Navigate to the Contact Module:

    • On the left-hand side of your dashboard, click on the Contact Module.

    • Select Contact from the dropdown.

  2. Select a Contact to Edit:

    • Choose the contact you want to update by clicking on their name.

    • You will be directed to the contact's full details, including:

      • Contact Information

      • Social Media Information

      • Web Analytics Information

  1. Edit Contact Information:

    • Click the Edit button next to the section you want to modify.

    • Make the necessary changes, such as updating email, phone number, or other details.

    • Once you’ve made the changes, click Save.

  2. Update Lifecycle Stage or Lifecycle Stage Status:

    • To update the Lifecycle Stage or Lifecycle Stage Status, click the Pen icon in the Add Tags section.

    • Edit the stages as needed and save your changes.

Your contact details will now be updated and saved in the system.

 


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