How to edit contact information
Overview
Enriching contact profiles with relevant information helps teams manage customer communication more effectively. The platform transforms your WhatsApp contact list into a functional Customer Relationship Manager (CRM) system.
Method 1: Edit from the Contacts Panel
Follow these steps to modify contact details:
- Navigate to the address book icon in the left navigation bar
- When your contact list displays, locate the contact requiring edits
- Click the three vertical dots at the end of the contact row
- Select "Edit" from the menu
- Access the contact details page, which shows interaction history and allows you to enhance the profile
Features Available
The contact details page enables you to:
- View all interaction details with the contact
- Add supplementary information and notes
- Assign labels for organization
- Include metadata for better categorization
- Save changes automatically as you edit