How to edit a CRM contact
To edit a contact in OnePageCRM, click on the pencil icon.
Or...
To open a contact in a pop-up view, simply click on the contact name to open the Contact view pop-up.
You can view your contacts' page, update actions, add notes, calls, meetings, and deals without leaving the Pipeline, Email, or Activity pages.
To make the text bold or italic in Notes, you can use a key shortcut:
- For bold press "CTRL and B".
- For italic press "Ctrl and I".