- From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM):
The CRM Contacts list displays. Click on the contact that is having an interaction edited:
The Contact information displays:
- In the Notes section, hover over the interaction that needs to be edited:
The edit/delete options display:
Click the edit button:
The interaction edit fields display:
- Make any needed edits to the interaction. Once all the changes have been made, click Save:
