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How to Edit a Topline Pro Contact

Make changes to the name, phone number, or email of your contacts.

Jane Yoon avatar
Written by Jane Yoon
Updated over a week ago

πŸ‘‰ Keeping your client's contact information up-to-date means that you can always get in touch with them when you need to.

1. From the Topline Pro home page, select Contacts at the bottom.

2. Select the arrow on the right side of the contact that you would like to edit.

3. Select Edit in the upper right corner.

4. Make the changes needed and select Save at the bottom (If you are using an iPhone, you may need to select Done and then Save).

The contact info has been updated!

πŸ’‘ Next Steps

Do you need to send a quote for a job? Follow the steps here.

Need Further Support?

If you have any questions, we're always available by phone and text at 857-365-6868 or by email at [email protected].

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