- Select a contact and click on the Edit icon.
Image 1: Selecting a contact to edit. - Update the contact's details. You can also add, delete and update the categories from your CRM that are associated with the contact. Edits that you make here will be pushed back to your CRM if the integration allows for it.
Image 2: The 'Edit Contact' panel.
Keeping your database current is essential for effective prospecting. You can update a contact's details, preferred contact methods, and CRM categories directly in RiTA. These changes are pushed back to your CRM to ensure your contacts remain synchronised.
Note
Different CRMs allow for different contact information to be edited in RiTA and synchronised with RiTA. To view information specific to your CRM, please refer to the CRM Integration articles.
To edit a contact's details:
Viewing related contacts
RiTA synchronises relationship data from your CRM, allowing you to see how your contacts are connected to one another.
Image 3: Related contact information.
Note
Property ownership updates made in RiTA do not automatically sync back to your CRM. Learn more about property ownership information