Instructions on how to edit a contact within Prokeep.
To edit a contact, follow these steps:
- Log into your Prokeep profile.
- Click on the Contacts section.
- Find and click on the contact you are wanting to edit.
- On the right side of the screen, hover over the field you'd like to edit and a pencil icon will appear. Click the pencil icon to edit the field.
- For example, you can edit the notes section which are searchable in the search section.
Adding a Company to a Contact