: : Modifying a contact, customer or prospect

  1. To edit a contact, open the contact by searching for contacts or clicking on a contact via an opportunity or a customer / prospect.
  2. To modify a customer or prospect, open the relevant file through an account search or from a click on a contact via an opportunity or a customer / prospect.
  3. Position the cursor in the field to modify it and save.
  4. If necessary, add an action.
  5. To delete the listing, click Actions > Delete at the top right of the screen.