How do I update a contact or deal's information?
Keeping records accurate is what makes everything else work.
Open the contact, company, or deal and edit the fields (called properties) directly on the record — click into a field, change it, and it saves.
Keeping records accurate is what makes everything else work: reporting, automation, and your teammates all rely on the information being right. If a phone number changed, a deal amount shifted, or a status is out of date, update it — a CRM that reflects reality is one people trust and use.
- Fill in the fields your team treats as important — your system was set up with certain fields that matter for reporting.
- Enter things consistently (dates, names, formats) so they group and report correctly.
- If you're not sure whether a field should change, or a change feels like it affects everyone, check with your internal admin first.