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:
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Navigate to the Contact Module:
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On the left-hand side of your dashboard, click on the Contact Module.
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Select Contact from the dropdown.
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Select a Contact to Edit:
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Choose the contact you want to update by clicking on their name.
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You will be directed to the contact's full details, including:
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Contact Information
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Social Media Information
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Web Analytics Information
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Edit Contact Information:
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Click the Edit button next to the section you want to modify.
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Make the necessary changes, such as updating email, phone number, or other details.
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Once you’ve made the changes, click Save.
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Update Lifecycle Stage or Lifecycle Stage Status:
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To update the Lifecycle Stage or Lifecycle Stage Status, click the Pen icon in the Add Tags section.
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Edit the stages as needed and save your changes.
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Your contact details will now be updated and saved in the system.