You can edit the client information from 4 different screen.


1- From the Clients screen;

  • Click the Clients button from the upper left menu.
  • Click on the client you want to edit the information from the list or map tab.
  • Click the Edit xxW8qAVy_KSZ7hs7UMmMYWGlMjs9Yks-3g.png button in the upper right corner in the INFO tab.
  • After editing the related areas, the client information will be updated by clicking the CONFIRM Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.pngbutton on the top right.

2- From the Visits screen;

  • Click the Visits button from the upper left menu.
  • Click the omhMfGKllrOJ7xe8JJBDrjqL4ZdCz8hygA.png button in the lower right corner.
  • Click on the client you want to edit the information from the list or map tab.
  • Click the Edit xxW8qAVy_KSZ7hs7UMmMYWGlMjs9Yks-3g.png button in the upper right corner in the INFO tab.
  • After editing the related areas, the client information will be updated by clicking the CONFIRM Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.png button on the top right.

3- From the Plans screen;

  • Click the Plans button from the upper left menu.
  • Click the omhMfGKllrOJ7xe8JJBDrjqL4ZdCz8hygA.png button in the lower right corner.
  • Click on the client you want to edit the information from the list or map tab.
  • Click the Edit xxW8qAVy_KSZ7hs7UMmMYWGlMjs9Yks-3g.pngbutton in the upper right corner in the INFO tab.
  • After editing the related areas, the client information will be updated by clicking the CONFIRM Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.pngbutton on the top right.

4- To edit the information of clients who have opportunities: From the Opportunities screen;

  • Click on the Opportunities button from the upper left menu.
  • In that page, you can access your clients who have opportunities.
  • Click on the client you want to edit the information from the list or map tab.
  • Click the Edit xxW8qAVy_KSZ7hs7UMmMYWGlMjs9Yks-3g.pngbutton in the upper right corner in the INFO tab.
  • After editing the related areas, the client information will be updated by clicking the CONFIRM Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.pngbutton on the top right.