Edit

Change the connected CRM contact

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You could connect your Copilot for Sales contact to a different CRM contact if you connected Copilot for Sales contact to the wrong one of multiple contacts in your CRM, for instance.

  1. Open the Copilot for Sales contact pane and select the contact for which you want to change the connected CRM contact.

  2. Select Connect another record.

    Screenshot of Connect another record.

  3. Select Choose contact.

    Screenshot showing multiple matches for a CRM contact.

  4. Select one of the suggested contacts or select Create a new contact to create a new one.

    Screenshot showing choose a CRM to connect.

    If you don't connect to a different CRM contact, Copilot for Sales retains the existing connection.