How do I edit or remove a Contact?

If you need to edit or remove a Contact, you can do so via the Sales & Success Center by following the steps outlined below:

  1. Impersonate or log in to your Salesperson
  2. Find the account that the Contact is attached to in your Accounts list and click View Details.

 

3.   Click on the menu arrow for the contact you wish to modify and you will be able to edit or remove the contact from there.

 

 

 

 

 

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