Updating Contact Attributes and Notes

For a contact on a relationship map in Quip, you can:

  • Set relationship attributes
  • Add contact notes
  1. If you're in Map View, click the contact on the map.

    2. Or if you're in List View, click the contact's View details link, and then click Edit.

  2. Add notes and make attribute selections as necessary.

    3. Contact details in Map View

    Contact details in List View

  3. When you've made your changes, click Save to Salesforce.

Your changes are sent to Salesforce, and are reflected on the map in Salesforce the next time it is opened or refreshed.