How To manage Contacts in ICRM
To edit a contact. There are a couple of different screens that you can go to to change certain things about the contact that you might want to add or edit from what's already in there. Number one on this contact profile to the general details, you can add things like time zone. If I come over here to the blue button that says Update, I click that and I can add a time zone. I can change the marketing.
I can change their designation or which is their job title. I can add a description. I can even actually change what their name is. So maybe it's Clayton, but they spelled it with an I and so you want to make sure you have the correct spelling in there or they changed their last name because they got married or something to that effect. You can go ahead and edit what their name is in here.
You can change their birthday. You can add a birthday if it wasn't in there and then click Save when you're done and everything will be changed within there. I can also go into the contact info and make any changes to the email address or postal address or phone number or anything that might be in here. By coming down here to one of these buttons at the end, if I want to change the email address, I'll click that one and I can come in here and edit it and maybe it's just Kershaw. There's no.
We'll click Update and now you can see under the contact info that it's back to Kershaw with no. 22. One thing I do want to bring up is you can add purposes. So a contact or an account or a lead might have multiple different addresses or phone numbers that you want to store within there.
And you can add a contact purpose to give some clarity about what this number or what this address is. So maybe you have an AP number versus a sales number, or you might have a warehouse address versus a corporate address. So there's all these different things in here and I'll show another video on how to add different contact purposes in here. But that is another way to add clarity and richness to the records that you're recording for your contacts and anything for accounts and leads as well.