To update an existing contact, simply go to the contacts page and search for their name in the system. Once you have found them you can immediately update certain information, such as their connection status, tags, or the leader assigned to follow-up with them. To edit more specific contact information or add tasks and notes, simply click on the contact name and you will be taken to their personal page.


Once you are on their personal profile page you can simply click on any information field to update personal information, connection status, who the contact is assigned to, etc.