Edit contact

How to edit contact properties, add labels to contacts, and bulk edit contacts

Written By Iqmal (Administrator)

Updated at July 1st, 2024

This article will guide you on the methods for editing contact properties, adding labels to contacts, and bulk editing contacts.
 

Edit contact properties

You can edit contacts through "Inbox" or the contact details page by following the guides below. 
 

Edit through Inbox

To edit a contact in "Inbox":

  1. Go to the conversation of the contact you wish to edit
     
  2. In the contact panel, under "Contact property", hover over the property you wish to edit
     
  3. Click on the icon, and the property will become editable


     
  4. Update the property accordingly


     
  5. Once you are done editing, click "Save" at the bottom left of the screen

 

Edit through contact details page

To edit a contact through the contact details page:

  1. Go to the contact details page of the contact you wish to edit
     
  2. Under "Contact property", hover over the property you wish to edit
     
  3. Click on the icon, and the property will become editable


     
  4. Update the property accordingly


     
  5. Once you are done editing, click "Save" at the bottom left of the screen

 

Add labels to contacts

You can add labels to contacts through "Inbox" or the contact details page by following the guides below.
 

Add through Inbox

To add a label to a contact through Inbox:

  1. Go to the conversation in Inbox of the contact you wish to add a label to
     
  2. Under "Labels", click on the icon to add labels


     
  3. Select the labels you would like to add from the dropdown
     

Add through contact details page

To add a label through the contact details page:

  1. Go to the contact details page of the contact you wish to add a label to
     
  2. Under "Labels", click on the icon to add labels


     
  3. Select the labels you would like to add from the dropdown

 

Bulk edit contacts

You can edit your contacts in bulk and perform actions such as:

  • Assigning a contact owner to multiple contacts
  • Editing a contact property value for multiple contacts
  • Editing labels and lists for multiple contacts

To edit contacts in bulk:

  1. Go to  the "Contacts" page, and select the contacts you wish to bulk edit by clicking on the checkbox to the left of the contact names (selection can be done across pages)
     
  2. Once you have selected all of the contacts you wish to edit, click "Edit" at the top of the contacts table


     
  3. Select the property you wish to update


     
  4. Once you are done editing, click "Edit" to proceed with the update
     
  5. The bulk edit progress will be displayed at the bottom left of the screen