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Edit a company's information

You can edit a company's information from within the company's details page.

Edit a company's information

To edit a company's information:

  1. Go to CRM > Companies.
  2. Click on the name of the company that you want to edit.
  3. From the company's page, you can edit:

Edit a company's details

💡 Good to know
If you don't see the attribute you want to update, click Display all attributes at the bottom of the Details section. If you want to show more attributes, check out our dedicated article: Select which company's attributes to show.

To edit a company's details:

  1. From the Company details section, click an attribute to edit.
  2. Select or enter an attribute value.
  3. Once you're done, click on Save.

Edit a company's associated contacts

To edit a company's associated contacts:

  1. From the Associated contacts section, click on the Edit icon.
  2. From there, you can:
    • Add existing contacts: add existing contacts to the company by entering a contact's name in the Related Contacts field and selecting it.
    • Create a new contact: create a new contact related to the company by entering their information.
  3. Once you're done, click on Save.

Edit the tasks related to a company

To edit a company's related tasks:

  1. From the To do or History sections, you can:
    • Edit the task
    • Mark the task as Done/To do
    • Delete the taskmceclip0.png

  2. Once you're done, all changes will be reflected on the company's details page.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.