How to View and Edit Team Contacts

Lena Habchi
Lena Habchi
  • Updated

Viewing Team Contacts:

  1. Log in to Your Administrative Dashboard:

    • Start by logging into your Wave administrative dashboard.
  2. Select Your Organization:

    • Use the dropdown near the top left corner to select your organization.
  3. Navigate to Contacts:

    • Click on the 'Contacts' section to view the contacts collected by your team.

What You Can View:

In the 'Contacts' section, you can see detailed information about each contact, including:

  • Contact Information: View the details of each contact your team has collected.
  • Team Member: See which team member collected the lead.
  • Connection Date: Check the date when the team member connected with the lead.
  • Tags: View any tags that were left for the contact.
  • Assigned Team: Identify which team the contact is assigned to.

Editing Contacts:

If you need to make changes to a contact:

  1. Select the Contact: Click on the contact you wish to edit.
  2. Edit Contact Information: You can change the first name, last name, email, phone, location, job title, or add notes as necessary.

These features allow you to efficiently manage and update your team's contacts, ensuring all information is current and accurately maintained.