How to Manage Email Addresses for Contacts in Topline CRM

1. Navigate to 'Contacts' from the sidebar.

• Log into your Topline CRM account and select 'Contacts' from the sidebar to view your list of contacts.

2. Search and select the intended contact from the list.

• Use the search function to locate the contact you wish to update. Click on the desired contact to open their information page.

3. Locate and click the 'Edit' button beside the email address.

• Find the email address you want to edit and click the 'Edit' button adjacent to it. This will allow you to modify the email details.

4. Choose a primary email from the multiple existing emails

• If the contact has multiple email addresses listed, choose which one should be designated as the primary email by selecting the appropriate option.

5. Review your existing emails and update as necessary.

• Review the listed email addresses. Make any needed changes to ensure they are current and correct.

6. Add additional emails by clicking 'Add Email' if required.

• If you need to add more email addresses, click on 'Add Email.' Enter the new email information as required.

7. To delete an extra email, locate and click the 'Trash Icon'.

• To remove an outdated or incorrect email, locate the 'Trash Icon' next to the email you wish to delete and click on it.

8. Finally, confirm your changes by clicking the 'Save' button.

• After making all necessary modifications, click the 'Save' button to confirm and update the contact's information.

This workflow was created with Supademo.