Learn more about how to make updates to individual pages in Nutshell after they have already been created or imported.
Do you have a page in Nutshell with contact information that is out of date, or was there an error in the way an individual Person, Company, or Lead page was imported? If you'd like to make manual edits to reflect a more accurate depiction of your contacts or Leads in Nutshell, making these updates is easy with just a few clicks!
From your Nutshell dashboard, search or select the Person, Company, or Lead you would like to edit and click to open that page.
From the individual Person, Company, or Lead page in Nutshell, hover your cursor over the field you'd like to update and click the gray pencil icon to begin editing that field. You can correct typos, delete unnecessary information, add information to existing fields, or make updates to information that was incorrectly added or has since been changed.
Clicking the green check mark will save changes made to that pages' contact information. You're on your way!
Would you like a certain field to exist on one of these pages that do not come out-of-the-box with your Nutshell account? Check out this article on how to create custom fields in Nutshell Setup, to add additional fields to individual pages such as birthdays, important dates, and other important information.