Overview

Keep your sphere current by fixing a contact's name or finding the option to remove someone you no longer need to keep. Both start from the Actions menu on your People list.

Edit a contact's name from the People list

1. Go to People. All People shows everyone in your database.

2. Move your pointer over the contact's row and click the three dots at the far right end of the row.

3. The Actions menu opens with View, Log Activity, Edit, and Delete. Click Edit.

4. The Edit name window opens. Update First Name or Last Name, then click Save. Click Cancel to close it without changes.

Find Delete in the People list

1. Go to People, move your pointer over the contact's row, and click the three dots at the far right end.

2. Delete sits at the bottom of the Actions menu, shown in red and set apart from the other options.

Double-check you have the right row first, especially if two people in your sphere share a name.

Good to know

• Edit in the Actions menu changes the first and last name only. Phone number and email aren't part of the Edit name window.
• View in the same menu opens the contact's full record, and Log Activity lets you record a touch without leaving the list.
• If more than one contact shares a name, check the Stage column or click View to confirm you have the right person before you edit.

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