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FAQ: How Do I Edit my Sales Data?
FAQ: How Do I Edit my Sales Data?

Explanation of how to add and edit data in First Freight CRM

Todd Collins avatar
Written by Todd Collins
Updated over 4 years ago

To edit a Company, Contact, Event or Deal that has already been created:

  1. Go to the Company, Contact or Deal detail page by clicking on it.

  2. Click the pencil icon next to the Company, Contact or Deal name. 

  3. You will be taken to the edit screen where you can add or edit the Company, Contact or Deal details.

  4. Once you are finished click Save.

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