Edit a Role that has been assigned to a Contact

Owned by Matt Kepple
Last updated: Mar 14, 2022
1 min read

A contact can have many Roles

 

Steps

  1. Go to the Contact Profile page

  2. Scroll down until you see the Roles box in the left side bar

  3. Press the Edit button

  4. You can

    1. Change the Role

    2. Change the start date

    3. Set or change the end date

  5. Press save