Edit or Delete a Contact from Broadly
- In the left-hand menu bar of your Broadly app, select Inbox and choose the customer whose information you want to make changes to. Refer to our article on Searching your Inbox if you're having trouble finding the contact.
- In the top right corner of the screen, select the three vertical dots and select "Contact Info."
- Then, select "Edit" in the upper right-hand corner on the new screen that appears.
- You can edit any of the contact information under "Contact Info." Be sure to select "Save" in the upper right-hand corner to save your changes.
- You can delete a contact by selecting the red "Delete Contact" button towards the bottom of the screen (this option is only available to "Managers" and "Admins").
Please Note: If you delete a contact out of the Broadly your past conversation history with them will not be saved.