Now that you have contacts in Upper Hand, you may have experienced a situation where your client entered in incorrect information, or simply needs to update stale information. No problem - we've got you covered!
Below is an overview of how to edit contacts.
- Go to Contacts on the left side navigation.
- Use the Search bar to find the client that you need to update.
- Click the Client's Name.
- Click "Edit" in the top right hand corner of your screen.
Need help editing a contact? Click the green button to email our Customer Success Team at firstname.lastname@example.org!