How to manage a contact

Stay organized by editing contact details, viewing meeting history, or removing old contacts. While a contact’s email can’t be changed after creation, you can easily update the phone number, time zone, company, job title, LinkedIn, location, and photo. 

This article walks you through each step to manage your contacts with ease.

Edit a contact

You can edit a contact inline from the list, or open the contact’s detail page to make changes.

Inline

1. Go to the Contacts page.
2. Select or double-click the detail you want to edit.
3. Begin typing to update the contact detail.

Contact detail page

1. Go to the Contacts page.
2. Select the contact you want to edit to open the contact detail page.
3. Select the pencil icon next to the contact's name.
4. Update the contact details.
5. Select Save changes when you're done.

Review a contact's past meetings

1. Go to the Contacts page.
2. Select the contact you want to view to open the contact detail page.
3. View past meetings with your contact. 

Create a custom field

Create custom fields to track invitees’ answers from your booking form questions in the contacts table.

To create a custom field:

1. Go to Contacts.
2. Open the Columns dropdown.
3. Select + Create a custom field.
4. Choose the event type and invitee question.
5. Select Create.

• New responses are added to the contact’s record right away.
• You can also enter or update values manually in the contacts table.

Edit or delete a custom field

1. Go to Contacts.
2. Select the  three vertical dots next to the custom field you want to update.
3. Choose Edit custom field.
4. Make your changes and select Save changes, or choose Delete to remove the field.

Delete a contact

1. Go to the Contacts page.
2. Select the contact you want to delete to open the contact detail page.
3. Select the pencil icon next to the contact's name.
4. Select Delete at the bottom of the page.
5. On the confirmation screen, select Delete again to confirm.