Edit a Contact in Nexi

Follow these steps to update an existing contact’s information:

1. Locate the Contact
   From the Contacts page, use the Search bar or apply filters (such as name, company, or tags) to find the contact you want to edit.
   
   
   
    
2. Open the Contact Profile
   Click the contact’s name to open their profile.
   
    
3. Make any necessary updates. 
   You can:
   
    
   • Change or correct an Email Address or Phone Number
     
     
     
   • Add new notes or details in the Notes section

4. Filling Fields

SalesNexus uses a mix of System Fields (pre-built, standard fields) and Custom Fields (customized for your business needs).

System Fields

System fields are always available and include key details such as:

• Name
  
   
• Email
  
   
• Company
  
   
• Job Title
  
   
• Address
  
   
• LinkedIn URL
  
   

You can fill these directly in the contact form. Many system fields integrate with SalesNexus tools for email campaigns, calling, or automation.

Proceed to Custom Fields in Nexi to start creating custom fields!