FAQs in this section
How can I edit an existing connection record?
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Follow these steps to edit a Connection record:
The connection record will now be saved with the modifications.
- Log in to your CRM account.
- Go to Essentials.
- Go to Lead & Contact Management > Contacts. The Contacts List View opens.
- Select a Contact record for which you want to edit the Connection record.
- Go to the Connections tab from the Summary View of the respective record.
- Select the Edit icon by hovering over the Connection record.
- Edit the necessary details.
- Click Save.
The connection record will now be saved with the modifications.
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