How do I edit or delete a contact?

After adding a contact to the mOS, making modifications or deleting it is a straightforward process. This help file will walk you through the exact steps.

Editing a contact

Once a contact is added, it will display on the Contacts screen of the mOS. To edit it, follow the instructions below:

  1. Go to the Contacts screen
  2. Find the contact in question
  3. Click on the ellipsis on the right-hand side
  4. Select Edit contact details

Contact Edit

This will display all the details you entered for this contact, allowing you to review and make any desired changes. Simply click Save when you're finished.

Deleting a contact

Once a contact is added, it will display on the Contacts screen of the mOS. To delete it, follow the instructions below:

  1. Go to the Contacts screen
  2. Find the contact in question
  3. Click on the ellipsis on the right-hand side
  4. Select Delete and Delete Contact

⚠️ Deleting this contact will cause losing stakeholder information if they were assigned to any opportunity.

Contacts Delete

Once you've completed these steps, the selected contact will disappear from the screen.