How to Add or Edit a Contact on a Partner or Prospect Record

Do you have a new contact for one of your active Partners or a Prospect that you would like to add to your record in Mediarails? Or are you wanting to edit some information on that record?

Adding or editing an existing contact on a record is easy, the below instructions apply to the following workspaces: Partners (All Partner Brands and Partners) and Prospects. 

Note: When adding a contact to Partners, it will sync down to the individual Partners associated with the partner brand. Conversely, when adding a contact to an individual Partner record it will sync up to the brand-level.

Note: If you are looking for how to set a record to DO NOT CALL see help guide here

Here are the steps for Adding a new one: 

1. Open a record by selecting the Name in the list view to display the Partner detail page (see image below)
2. Once loaded, make sure your are in the Workspace section of the detail page
3. On the right side under Contacts select +Add (see second image below)
4. This will open a window where you will fill in contact information and Save

Here are the steps for Editing: 

1. Open a record by selecting the Name in the list view to display the Partner detail page (same as above)
2. Once loaded, make sure your are in the Workspace section of the detail page
3. On the right side under Contacts select the 3 dot menu on the contact you are wanting to edit, select Edit (you may need to expand to see all contacts)
4. This will open a window where you will fill in/change contact information and Save 

NOTE: Make sure you have the contact that you want to be the main contact for the record set to Primary Contact denoted by the yellow star