1. Click CRM on the left hand side.
2. Click on 'People'
3. Click on the pencil icon, which will appear when you hover at the right end of the contact details. You can then edit the persons details, including their member status, the membership level they hold, area of expertise etc.
4. The click save, at the very bottom of this pop up.
Alternatively:
1. Click on the person
2. Click 'Options'
3. 'Edit; (which does the same as above), 'Add to Account' (you can choose which account to add this person to), 'Create Deal' (add a deal and populate the fields), 'Manage person properties' (select which properties are relevant to this person).
Within the 'Edit' section you can also edit the person's personal details, such as birth date, LinkedIn profile, CV, address, as well as marking if that person has sadly passed away (so they/their family will no longer receive emails).
4. Within this view you can add attachments, add them to a particular email list, see which emails they have received, and any other activity.
Within this view you can manage which membership level that person is on.