CRM
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Edit an existing company's information

Editing refers to altering or modifying an existing record/information of the company. During editing, all the fields of the company are available for modification.


  1. Search for the company and click the Edit icon.

https://documentation.r2help.com/mergedProjects/R2CRM/topics/images/comp_14.png
Figure 5.0: Edit icon

 

  1. The edit window displays.

https://documentation.r2help.com/mergedProjects/R2CRM/topics/images/comp_15.png
Figure 5.1: Edit mode

 

  1. Modify the data as required and click the Save button.

A confirmation message displays once the changes have been saved.