Editing a Contact

Instructions on how to edit a contact within Prokeep.

Editing a Contact

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

Existing Company:

HubSpot Video

 

New Company:

HubSpot Video