Update records in a client’s CRM

Specify the records, matching rules, and exact field changes. Ask the agent to inspect the record first and report any ambiguity instead of guessing.

Find the Example Studio contact. Verify its email matches
jamie@example.com, then change the stage to Onboarding.
Leave other fields unchanged and verify the saved stage.

Use Approve changes if the browser owner wants to review each update. For large batches, start with one verified example before continuing.