How To Update Contact Details & Emails Subscriber Status in hyCRM

How To Update Contact Details & Emails Subscriber Status in hyCRM

Context

While feeding data about the lead, sometimes you might miss updating certain contact details. You can go to hyCRM and update the details later too. In this article, you will learn how to add or edit the contacts info of a contact card through hyCRM.

Step 1 - Update Contact Details

Step 1a -  Navigate to hyCRM

In your my.hy.ly, under your sub-org, go to hyCRM.


Step 1b - Search the Contact Card to Edit

In hyCRM, search for the contact name or email id that you want to update.



Step 1c - Update the Details

To update the contact details, click on the 'Contact Info' button. It will take you to the page where you can edit the Contact Info and the Form Question details.
Click on the pencil icon and edit the details as per your requirement.


Step 2  - Subscribe or Unsubscribe from hy.ly Emails

Step 2a - Navigate to the Contact Card

Follow steps 1a and 1b to find the contact card.


Step 2b - Click on the Subscribe or Unsubscribe Icon

The 'S' sign means that the contact is subscribed to the emails. On clicking on the 'S' sign, it will unsubscribe the contact from the hy.ly emails.



The 'U' sign means that the contact is unsubscribed to the emails. On clicking on the 'U' sign, it will subscribe the contact to the hy.ly emails.


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