Updating Contacts in Detail View

How can edit and manage contact details in the detail view?

The detail page will display the profile picture, first name, last name, LinkedIn icon, Facebook icon, designation, and company at the beginning.

Summary Edit

1. To edit summary fields, click the ellipsis icon, then select Edit.
   

1. Click Edit to open the Update Deal form. Make any necessary changes, then click Update to save them.
   

     

Profile Edit

1. To edit the profile, click the edit icon next to the profile to open a form where you can update or modify the details such as First Name*, Last Name, Company, Designation, LinkedIn, and Facebook.
   
2. Click Save to apply the changes.
   

The summary fields display Emails, Phones, and Sales Owner. You can select additional fields from the data fields.

1. In the summary section, you can add an email or phone by clicking the Emails or Phones then +Add at the bottom of the dropdown. 
2. Here you can choose which email or phone should be primary. 
3. Click Save for the updates.

Note: The primary email or phone can't be removed from the list.

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