Editing contacts

Edit contacts - personal and contact details

Open contact in one of two ways. Click on contact name while in a deal or navigate to contact page using Contacts in main menu. First way is easier. Just click on contacts name in a deal view and you will be able to edit their details.

When opening it from Contacts in main menu. Open contact page and in top right corner press “EDIT CONTACT” button. You will be able to change all informations and fill missing fields.

Editing contact page contains personal details fields that will carry on to each new deal with that contact. This section will also be populated when as you are filling in Broker tools.

In first row you can check and edit communication options - marketing and updates&reminders opt-in checkboxes. Also you can assign contact to predefined categories that you can use when filtering your contacts base. Below that you can fill and edit Personal details, Contact details, Identification details (Country of residence, Citizenship, Drivers licence, Passport...), Family Relations (Marital Status, Spouse...) and Employment details (Employment Status, Type, Role...).