You can edit the client information from 4 different screen.
1- From the Clients screen;
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Click the Clients button from the upper left menu.
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Click on the client you want to edit the information from the list or map tab.
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Click the Edit
button in the upper right corner in the INFO tab.
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After editing the related areas, the client information will be updated by clicking the CONFIRM
button on the top right.
2- From the Visits screen;
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Click the Visits button from the upper left menu.
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Click the
button in the lower right corner.
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Click on the client you want to edit the information from the list or map tab.
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Click the Edit button in the upper right corner in the INFO tab.
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After editing the related areas, the client information will be updated by clicking the CONFIRM button on the top right.
3- From the Plans screen;
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Click the Plans button from the upper left menu.
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Click the button in the lower right corner.
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Click on the client you want to edit the information from the list or map tab.
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Click the Edit button in the upper right corner in the INFO tab.
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After editing the related areas, the client information will be updated by clicking the CONFIRM button on the top right.
4- To edit the information of clients who have opportunities: From the Opportunities screen;
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Click on the Opportunities button from the upper left menu.
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In that page, you can access your clients who have opportunities.
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Click on the client you want to edit the information from the list or map tab.
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Click the Edit button in the upper right corner in the INFO tab.
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After editing the related areas, the client information will be updated by clicking the CONFIRM button on the top right.