How to Edit CRM Contact Details

Step 1

Log in to management.webCemeteries.com

Step 2

Click “Contacts & Customers” from your cemetery’s dashboard.

Step 3

Search for the customer you wish to edit.

Step 4

Click on the customer you wish to change. On their profile, click “Edit.”

Step 5

To remove phone numbers or email addresses, click the minus symbol in the black circle to the right of the line you wish to delete. 

Step 6

To add phone numbers or email addresses, click the plus sign.

Step 7

 

You can delete and retype the information in the Address field.

Step 8

 

If this contact is tax exempt, you can toggle on the toggle to the left of Tax Exempt.

 

Step 9

You can also mark a person as Do Not Contact.

 

Step 10

Make sure to click save.