Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Open the Copilot for Sales pane and select a record you want to edit.
In the record's details cards, select More actions (...) > Edit record.
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
Update the details as needed and select Update (CRM).