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How to Update a Contact Card from a Lead or Process Page
How to Update a Contact Card from a Lead or Process Page

Learn how to add information to the contacts on a lead or process right from that page.

Shannon avatar
Written by Shannon
Updated over 2 years ago

Watch the video below for how to update a contact card from a lead or process page. (The video uses a process as an example, but updating this information on a lead page also follows the same steps).

If you have questions about how to do this after watching the video, please chat or email us and we'll be happy to help.

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