Update CRM records Live

Edit contact fields, custom fields, notes, consent status, and tags — one record at a time or in bulk.

Updated 1 min readMaintained by Landing Zone

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Every contact in Contacts is a full record: standard and custom fields, tags, attached properties, notes, consent, and outreach history. This guide covers keeping those records current.

Before you start

  • Contacts in your workspace.
  • For consent updates: the proof behind the change — the source, date, and details of the opt-in or revocation.

Steps

  1. Open the contact in Contacts. Go to Contacts and open the record.
  2. Edit contact fields. Update standard fields and any custom fields your workspace has defined.
  3. Add a note. Capture context — what was discussed, what happens next — so the record tells the story.
  4. Update consent status. Consent is UNVERIFIED, VERIFIED, or REVOKED, with recorded proof (source, date, details). Batch and campaign SMS require VERIFIED consent — see Consent records.
  5. Manage tags. Add and remove tags on the record — see Tag and segment contacts.
  6. Work in bulk where it's supported. Select multiple contacts to add or remove tags in bulk, delete in bulk, or export a CSV.
  7. Review outreach history before the next touch. The record shows past outreach, so you can see what has already been sent before you follow up.

Limitations

  • Bulk operations cover tagging, deletion, and export. Other fields are edited per record.
  • Marking consent VERIFIED should reflect real recorded proof — the source, date, and details you enter are the record you'll rely on.
  • Deeper audit history is kept by the platform, but there is no dedicated in-app audit viewer screen yet — the contact record's outreach history is where you review past activity.

Frequently asked questions

Can I edit many contacts at once?

Bulk operations cover tag add/remove, delete, and CSV export. Field-level edits happen on the individual record.

Where do I see past outreach for a contact?

On the contact record — its outreach history shows what has been sent and when.