How to Edit a Contact in B2B Hub

Discover how to effortlessly update and maintain your contact records in B2B Hub with our easy-to-follow guide. Keep your business connections current and organized, ensuring accurate customer information at your fingertips.

Step 1: Access B2B Hub and Navigate to Contacts

Start by logging into your B2B Hub account. Once you're logged in, you'll need to navigate to the "Contacts" section to edit an existing contact.

Step 2: Locate the Contact

Identify where the contact you want to edit is located. Contacts can be organized in different categories such as "Followers," "Inner Circle," or "Leads." Choose the appropriate category based on where the contact is stored.

Step 3: Click on the Contact's Name

In the example provided, they mention locating their business partner James in the "Leads" section. Click on the name of the contact (in this case, James) that you want to edit. This action will bring up James's contact record in the CRM.

Step 4: Access Contact Actions

Look for an option called "Actions" in the contact record view. It's typically located on the top right hand corner.

Step 5: Edit the Contact Record

After clicking on "Actions," you should see a menu. From this menu, select "Edit the Record." This action will open a window or panel on the right-hand side of the screen, allowing you to make changes to the contact's information.

Step 6: Make Necessary Adjustments

Within the editing panel, you can now adjust any information that needs to be updated or edited in the contact's profile.

Step 7: Save Changes

After making the desired adjustments, don't forget to save your changes. Click the "Update Person" button within the editing panel.

Step 8: Confirm Changes

Double-check the contact's record to ensure that the changes have been successfully saved. The customer record should now reflect the updated information.