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Editing contacts
Editing contacts

Edit personal, contact, identification and employment details of clients. Client categories. Marketing and notifications opt-in options.

Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Edit contacts - personal and contact details

Open contact in one of two ways. Click on contact name while in a deal or navigate to contact page using Contacts in main menu. First way is easier. Just click on contacts name in a deal view and you will be able to edit their details.

When opening it from Contacts in the main menu, open the contact page, click on the clients' name to open the contact view, or hover over the client name, and in top right corner press β€œEdit contact” button. You will be able to change all information and fill in missing fields.


Editing contact page contains personal details fields that will carry on to each new deal with that contact. This section will also be populated when as you are filling in Broker tools.

In the first row, you can check and edit communication options - marketing and updates & reminders opt-in checkboxes. Also, you can assign contacts to predefined categories that you can use when filtering your contacts base.

Below that you can fill and edit Personal details, Contact details, Identification details (Country of residence, Citizenship, Driver's license, Passport...), Family Relations (Marital Status, Spouse...), and Employment details (Employment Status, Type, Role...).

Marketing opt-in checkbox. Please note that this option is automatically turned on, once new contact is created. If you, however, decide to turn it off, this will permanently unsubscribe your client to receive Marketing (automations and campaigns).

The only way to "turn it back on" is to create a new (same contact) and archive the previous one. Also, once previous contact is deleted all deals, you have on that contact, will be unlinked. Action to link newly created contact to those deals will have to be done manually.

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