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
- To edit a Contact, locate the Edit button at the end of the row and click the Edit Button
- Edit Profile window will appear
- Fill out the Corresponding Fields by clicking on the tabs at the top of the window
- Personal Info
- Credits
- Representation
- 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:
- While on the Notes Tab, choose where you want to add the Note by clicking on the corresponding tab
- Choosing Personal (My Network notes) will not include Notes when Exporting a List
- Choosing any other List will include Notes when Exporting that particular List
- Click on New Note at the bottom of the page
- Type in the info you want to store in New Note box
- Click Add Note
List Sidebar - Edit Materials
- While on the Materials Tab, click on Add Materials at the bottom of the sidebar
- If choose "Upload File", you can upload a PDF
- If choose "Add Link", fill out the name of the link and use the full link
- 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"
- 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 the Edit button on the top right of the Contact sidebar
- Click View Profile
- While in the Full profile view, you can edit the Profile of your contact as if it were your own.
- For information on how to manage a profile, please see here: How-To Links for Profiles