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.

Editing Contacts

  1. Go to Contacts on the left side navigation.
  2. Use the Search bar to find the client that you need to update.
  3. Click the Client's Name.
  4. 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 support@getupperhand.com!

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