Liondesk is a marketing platform designed to help you stay top of mind with your contacts. A key component in effective marketing and communication is to have your contact database up to date. Whether it's hotness levels, tags, or even contact information, keeping your contact record up to date will improve your communication and marketing strategies. The directions below will show you how to:
- Update Contact Information
- Update Contact Organization
Update Contact Information
1) Search for your contact and go to their contact record
2) Click on the following icon to expand the category and search for the field you want to update.
3) Once the category is expanded, click on the filed and make your edits
4) Once the record is updated, click on the Save button.
Done! You have updated the contact record.
Note: You can select contact fields as your favorite. By setting as your favorite, the selected fields will be pinned at the top and will be visible without having to click on the category. The link below will show you how to set your Favorite Feilds.
How to Customize your Favorite Fields
Update Contact Organization
1) Search for your contact and go to their contact record
2) Click on the following icon and select the field to edit from the drop-down menu.
3) Update the contact and click on Save
Congrats! You have updated your contact record.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email support@liondesk.com, and LiveChat Mon-Fri 7am - 5pm PT