Managing your contacts efficiently is crucial for maintaining strong customer relationships and ensuring smooth operations. This guide provides detailed steps on how to edit and, delete contacts, including both organizations and persons, in SalesTown CRM.

 

Step-by-Step Guide to Edit a Person 

via Workboard-

1. Find the Person to Edit

  • Use the search bar given on the workboard window to search the Person's name.
  • Click on it and it will redirect to the Person Detail Page.

2. Edit the Person Details

  • Click on the edit icon ( pencil icon ) given next to the respective field you want to edit.
  • A pop-up form with the field value will be displayed.
  • Update the value accordingly and Click on the Save Button.
  • The particular change will be updated in the Person.

via Person Menu-

1.  Navigate to the Person Menu 

On the workboard, locate the main menu. Click on the Contacts< Person option to access the Manage Person page.

Use Sorting and browse through the Person list to find the respective Person.

2. Edit the Person Details

  • Click on the Edit icon given in the Person name column in case the Person name needs to be updated.
  • Otherwise, to edit the other fields. Click on the Person's name to open their detailed view.
  • In both cases, click on the edit icon ( pencil icon ) given next to the respective field you want to edit.

3. Update Person Information

  • A pop-up form with the field value will be displayed.
  • Update the value accordingly and click on the Save Button.
  • The particular change will be updated in the Person.

Step-by-Step Guide to Delete a Person  

Single Person-

  • On the dashboard, again locate the main menu. Click on the Contacts< Person option to access the Person page.
  • Use Sorting and browse through the Person list to find the respective Person.
  • Click on the respective Person's name to open their detailed view.
  • Then click on the Delete button.
  • A confirmation dialog will appear, asking you to confirm the deletion.
  • Click OK to permanently delete the Person.

Multiple Person-

1.  Navigate to the Person 

  • On the dashboard, locate the main menu. Click on the Contacts< Person option to access the Manage Person page.
  • Click on the checkbox given on each row of Person to select the respective Persons to delete.

2. Delete the Person

  • On Clicking, a delete button will be shown.
  • Click on the Delete button.
  • A confirmation dialog will appear, asking you to confirm the deletion.
  • Click OK to permanently delete the Person.

Tips for Effective Contact Management

  • Complete Profiles: Ensure all fields are filled out to maintain comprehensive contact profiles.
  • Consistent Naming: Use consistent naming conventions for easy identification and searchability.
  • Restore: Deleted Persons can be restored from the settings section.

Troubleshooting and Support

  • Missing Contacts: Ensure you have the necessary permissions to edit and delete contacts. Contact your Account administrator if contacts are missing.
  • Data Entry Issues: Double-check that all required fields are completed correctly.
  • Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.