How to Edit or Create Leads and Contacts Directly in RingDNA

When you click a contact’s phone number in Salesforce, their record opens instantly in RingDNA. If the contact’s job title has changed, simply update it in RingDNA. The change will automatically sync to Salesforce.

This functionality applies to both contacts and leads. Click the phone number to open the record and edit any available field as you would in Salesforce.

To update a lead status, for example, change it directly in the RingDNA panel. Select “Meeting Booked,” and the update is instantly reflected in the corresponding Salesforce record.