Step-by-step tutorials
Update a contact
Change a contact's details, mark them as converted, or move them between sources.
Use this to fix a typo, add an email or birth date, mark someone as a customer, or move them between sources.
Open the edit form
- Click Contacts in the menu and find the person (see Search and filter).
- Click Edit on their row. You can also click their name and then Edit.
The fields
| Contact Name | Required. |
|---|---|
| Contact Number | Greyed out and can't be changed. If the number is wrong, add the person again with the right number. |
| Contact Email | Required on this form, even though it was optional when you added the contact. If you don't have their email, you can't save changes here yet. |
| Birth Date | Optional. Pick from the calendar. |
| Status | Choose Converted when the person becomes a customer. The dashboard's Converted figure updates. |
| Sources | Tick every source this contact belongs to. Unticking a source removes them from that list only. |
Click Update to save, or Cancel to go back without saving.
What happens next: you return to the Contacts list. The row shows the new status straight away.
What you can't do here
- Delete a contact completely. This isn't available in this version. Untick all their sources instead, or remove them from a source (see Work with the contacts in a source).
- Change "Opted out". Only the person can opt out or back in, using the link Miaalo sends them. This protects you from messaging people who said no.
Still stuck? Email info@fairshare.tech or call +91 98508 30247. Tell us which page you were on and what you clicked.