Searching and Editing Existing Contacts

  • Published on Oct 10, 2025
  • 1 minute(s) read
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The below video reviews the Contacts module within Customer Relationship Management (CRM), specifically searching and editing existing contacts!

In the video, you'll:

  • Learn how to search for contacts

  • Review the fields on a contact record

  • Learn how to edit an existing contact

Sections

0:00 Intro

0:47 Searching for a Contact

2:08 Editing And Defining Contact Fields

6:05 Reviewing an Employee Contact

6:42 Review


Training Video