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Edit a CRM record

  • Article

  1. Open the Copilot for Sales pane and select a record you want to edit.

  2. In the record's details cards, select More actions (...) > Edit record.

    Screenshot showing the Edit record icon.

    Note

    The option to edit a record is available only when it is enabled by your administrator. More information: Configure editing of records and fields

  3. Update the details as needed and select Update (CRM).