How to edit or delete projects and contacts in ConGenius?

Editing & Deleting Contacts

Step 1: Click on the "Contacts" tab at the top of your screen

Step 2: Search or browse contacts, and click on "Contact Name" or the "View" button on the far right

Step 3: To edit contact or company details, click the "" button

Step 4: To delete contacts or companies, click the "" button and click "Delete Contact" on the bottom left of the "Update Contact" panel

Editing & Deleting Projects

Step 1: Search or click to open a project
Step 2: Click the "" button to modify project details

Step 3: If you are looking to delete the project, click the button on the bottom left of the "Update Project" panel, or click the triple dots on a project card and click "Delete"

Step 4: Type "delete" to confirm project deletion

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