Editing Details on A Church / Organisation or Contact Detail Page

STEP 4: Editing Details on A Church / Organisation or Contact Detail Page

Quite often after you have a meeting, phone call or email you’ve found out something new about the church or person you are contacting. These new details you will want to add to Salesforce.

1. Using the search at the top of the screen, type in the name of the church or contact you want to edit.
2. Select the church or contact.
3. Next to each field that you can edit is a faded pencil icon. By clicking on this it enables you to edit.
4. You can also click on edit in the top right hand side of the screen.
5. Once you have edited the field click Save.

WHAT INFORMATION SHOULD I PUT IN?

The way we think about it is you only want information in the database that is going to help you know the church / contact well, enable you and others on your team to look professional and help with moving them towards running Alpha, Marriage or Parenting Courses. Keep it simple but informative.