Editing a Contact

How to Edit a Contact

There are three ways of editing a Contact. See screenshots below to discover how to edit a Contact on a list.

Click on the Edit button on the List Row

While on the List sidebar, you can click Edit button the top right

While on a List Page, you can edit the Profile in full view by clicking View Profile

How to Edit the Contact on Row or Sidebar

For more information on managing a profile information, please review this article: How-To Links for Profiles

1. To edit a Contact, locate the Edit button at the end of the row and click the Edit Button
2. Edit Profile window will appear
3. Fill out the Corresponding Fields by clicking on the tabs at the top of the window
   1. Personal Info
   2. Credits
   3. Representation
   4. Availability/Deal

Alternatively

• To edit a Contact, hover over the contact of your choice and click directly on the List Row to make the Contact sidebar appear
• Click on Menu button (the top right) and choose Edit Profile

Additional Options on the List Sidebar

List Sidebar - Edit Notes

Instructions on how to submit a note: 

1. While on the Notes Tab, choose where you want to add the Note by clicking on the corresponding tab
   1. Choosing Personal (My Network notes) will not include Notes when Exporting a List
   2. Choosing any other List will include Notes when Exporting that particular List
2. Click on New Note at the bottom of the page
3. Type in the info you want to store in New Note box
4. Click Add Note

List Sidebar - Edit Materials

1. While on the Materials Tab, click on Add Materials at the bottom of the sidebar
   1. If choose "Upload File", you can upload a PDF
   2. If choose "Add Link", fill out the name of the link and use the full link
      1. Example: https://impact.net/

How to Edit the Contact While in View Profile view

Requirements: You must be on any other List page besides "My Network"

1. To edit a Contact, hover over the contact of your choice and click directly on the List Row to make the Contact sidebar appear
2. Click on the Edit button on the top right of the Contact sidebar
3. Click View Profile
4. While in the Full profile view, you can edit the Profile of your contact as if it were your own.
   1. For information on how to manage a profile, please see here: How-To Links for Profiles