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: : Modifying a contact, customer or prospect
- To edit a contact, open the contact by searching for contacts or clicking on a contact via an opportunity or a customer / prospect.
- 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.
- Position the cursor in the field to modify it and save.
- If necessary, add an action.
- To delete the listing, click Actions > Delete at the top right of the screen.
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