> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing a Holder

> Update a Holder's personal or business information in the CRM to keep records accurate and current.

To edit the information of a Holder, follow these steps:

<Steps>
  <Step>
    From the **Holders** page, find the Holder that you want to edit.
  </Step>

  <Step>
    Click the three dots (<Icon icon="ellipsis-vertical" />) from the Actions column, and select **Edit**.
  </Step>

  <Step>
    The Holders form will open.
  </Step>

  <Step>
    Edit the information as needed and click **Save**.
  </Step>
</Steps>