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How do I edit an account/contact?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

In this tutorial I will show you how to edit your accounts.

  1. Click on Accounts submenu from CRM module.

  2. Click on

    Monosnap

    from an account then click on Edit button.

    Edit
  3. Add text to the fields that you want.

    Edit
  4. Change the informations from the fields that has an arrow if you need to.

    Edit
  5. Click on Save button.

    Edit

For doing the same thing for contacts, you need to click on Contacts submenu from CRM module and then you have to follow the same steps from above.

Contacts.png
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