Each contact has a personal card with all the details listed. If you need to edit some fields manually, follow these steps:
- Go to People → Contacts (or open a sequence and go to its People tab).
- Click on any contact in the list.
- Make the changes.
- Save!
💡 Important: if you add a link without any extra text in the field (for example LinkedIn, Company name, or any custom field), it can be opened in another tab using the CTRL + Click hotkeys on Windows or CMD + Click on Mac.
Once you have verified all the fields and links, make sure to click Save to apply the changes.
If you want to edit the contacts in bulk, use a CSV import with the new fields. On the Options step, keep Update missing fields selected under Matched records. This fills in only the fields that are empty on existing contacts: values that are already filled in are not replaced.
