How Can I Rename Contacts (People or Companies) in UPilot?

Renaming contacts in UPilot is a simple process that allows you to update the names of your contacts to ensure accurate and organized record-keeping.

You can edit both people and companies with the steps below.

To rename a contact:

1. Open the contact you’d like to update the name for
2. Click on the edit contact icon located on the top left, just below the contact’s name
3. Then, again click on the edit icon in front of the first name or last name, whichever you want to edit
4. Rename the contact as you like and then click on the ‘x’ button to save and close