Edit anything, right in the table

You no longer need to open a record to update it.

Click any field directly in the table row and edit it in place. Works across Contacts, Tasks, Notes, Pipeline, and Call Recordings.

TL;DR

• Click a cell to edit it without opening the record

• Status, dates, priority, categories, deal value, and more are all editable in-row

• Escape to cancel, Enter or click away to save

• All saves are immediate with automatic rollback if something goes wrong

What's New

• Inline text editing Click Company, Job Title, Phone, Email, or Deal Value directly in the table. A clean input appears in place. Save on Enter or blur. Why it matters: Updating a contact's company or a deal's value used to require opening the full record. Now it's one click.

• Inline dropdowns for status and priority Click the Status badge in Tasks or Priority in Pipeline and a dropdown opens right there. Select and it saves immediately. Why it matters: Moving tasks through statuses and adjusting deal priority is now as fast as clicking.

• Inline date pickers Click any date field (Due Date, Do Date, Close Date, Follow-up) to open a date picker anchored to that cell. Why it matters: Rescheduling a task or updating a follow-up date no longer requires drilling into the record.

• Inline category and tag pickers Click Categories on Tasks or Notes to open a multi-select popover. Add or remove tags without leaving the list. Why it matters: Organizing in bulk is now significantly faster.

Who This Helps

• Anyone doing a weekly review and updating lots of records at once

• Teams keeping pipeline stages and task statuses current without disrupting their flow

How to Use It

1. Open any table (Contacts, Tasks, Notes, or Pipeline list view).

2. Hover a row. Editable cells show a subtle highlight.

3. Click the field you want to change.

4. Edit and press Enter, or click elsewhere to save.