{"id":714,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-edit-contact\/"},"modified":"2026-10-12T15:08:19","modified_gmt":"2026-10-12T20:08:19","slug":"crm-edit-contact","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-edit-contact\/","title":{"rendered":"Edit a contact’s details"},"content":{"rendered":"

What it is<\/h2>\n

Every contact record can be changed at any time: name, email, address, type, temperature, rating, lead source and owner.<\/p>\n

Where to find it<\/h2>\n

Open a contact > More actions > Edit contact. You can also press Edit<\/strong> on the Contact info card.<\/p>\n

Steps<\/h2>\n
    \n
  1. Open the contact from CRM > Contacts.<\/li>\n
  2. Press the More actions<\/strong> button (three dots) and choose Edit contact<\/strong>.
    \n
    \"More
    More actions > Edit contact<\/figcaption><\/figure>\n<\/li>\n
  3. Change the name, email, address, contact type, temperature, lead source or rating.<\/li>\n
  4. Add a Second owner<\/strong> if someone else is also on title.<\/li>\n
  5. Press Save contact<\/strong>.
    \n
    \"Change
    Change the details, then Save contact<\/figcaption><\/figure>\n<\/li>\n
  6. For quick changes, click the stars next to the name to change the rating, or use the Type, Temperature and Assigned to menus under the name. Each saves as soon as you pick.
    \n
    \"Quick
    Quick changes save as soon as you pick<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • The phone number cannot be changed in the edit form. Numbers are managed in the Numbers on file card so call history stays attached to them. Add a new number from the Property tab.<\/li>\n
    • Only owners and managers can reassign a contact to someone else.<\/li>\n
    • Retired lead sources still show on contacts already filed under them, but are not offered for new choices.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Every contact record can be changed at any time: name, email, address, type, temperature, rating, lead source and owner.<\/p>\n","protected":false},"featured_media":1943,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-edit-contact","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Every contact record can be changed at any time: name, email, address, type, temperature, rating, lead source and owner.","footnotes":""},"rd_doc_category":[19],"class_list":["post-714","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/714","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/714\/revisions"}],"predecessor-version":[{"id":1946,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/714\/revisions\/1946"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1943"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=714"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=714"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}