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":
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Go to the conversation of the contact you wish to edit
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In the contact panel, under "Contact property", hover over the property you wish to edit
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Click on the icon, and the property will become editable
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Update the property accordingly
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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:
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Go to the contact details page of the contact you wish to edit
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Under "Contact property", hover over the property you wish to edit
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Click on the icon, and the property will become editable
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Update the property accordingly
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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:
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Go to the conversation in Inbox of the contact you wish to add a label to
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Under "Labels", click on the icon to add labels
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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:
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Go to the contact details page of the contact you wish to add a label to
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Under "Labels", click on the icon to add labels
- 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:
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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)
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Once you have selected all of the contacts you wish to edit, click "Edit" at the top of the contacts table
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Select the property you wish to update
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Once you are done editing, click "Edit" to proceed with the update
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The bulk edit progress will be displayed at the bottom left of the screen