Inline editing allows for changes to contact data.
To edit any of your contacts, all you have to do is go into your contacts, and you just click the field that you want to edit. Whether you want to change the title, you want to change the company, or whatever it may be, just type in the title, or the company. If you want to change the name, if you want to change the website, any of this data that you want to change, simply click it and you can input any of the fields that you want to save to replace the old data or to update the old data. It's the fastest way to quickly and easily edit any of your data in my contacts, my companies.
Sort by any column header, then edit particular details such as Name, Company, or Title. Use the Search Contacts/Companies box to filter by tag, title, company, location etc. Also, make a group or individual updates to contact/company details by using the checkboxes at the left. Add personal emails or phone numbers. Edit any details before importing to CRM or exporting to CSV and do so individually, by page or all at once. You can delete any individual or multiple contacts/companies, just please note this is permanent. We suggest importing to CRM or exporting to CSV before ever using the delete contact/companies feature.
Edit Contact Data in My Contacts
After researching contacts, visit My Contacts to view all contact data and Intel.
A) To sort click any column header and sort your contacts ascending or descending
B) To edit contact details click on any individual Company, Title, Website, or Location. Make changes and click save. Click any checkboxes to select multiple contacts and make edits in bulk.
Edit Company Data be sure to click Apply to all records with this company name
Edit Titles, Names, Websites, or Locations be sure to click Apply changes to either
- The Record clicked
- All # selected records
C) To run the email & phone generation again edit Website and/or name.
- Click website, Seamless.ai may suggest other possible email domains. To research a Contact with a new email domain, copy and paste new domain to the website, then click save. Seamless.ai will search for that contact's information on the new email domain and return new email and phone generation results.
- Click the name and edit first or last name. To research a Contact with a nickname or full name, change their name details and click save. Seamless.ai will search for that contact with the new edited name and return new results for email generation results.