You can make edits to your contacts from the Contacts page in LoLo.
To update your contact information for your gift recipients:
- Inside your LoLo account, click on the "Contacts” tab on the left hand menu.
- To the far right of each contact (you may have to scroll over to see it), you’ll see an “Edit” button that looks like a pencil in a square:
Don’t see an edit button to the far right? You may have a CRM integration in place that allows edits inside of the CRM only. To edit your contact(s) info, log into your CRM and update the contact there. The new info will feed to LoLo.
When you click the Edit button, each contact info field will open up and you can make edits to each - name, email and phone are open fields, zone will allow you to select from a dropdown.
- When you've completed your edits, click the green check mark button to the far right, where the edit button was previously:
- Decided you don't want to make an edit? Click the X to the far right of the contact instead of the check mark.
Want to see more info about this contact? Click the magnifying glass to the far right of the contact instead. Here you'll see the contact's full details, actions, etc., and you can make edits from this page as well.