How to edit the Client Information?

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  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 button on the top right.

2- From the Visits screen;

• Click the Visits button from the upper left menu.
• Click the  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  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  button on the top right.

3- From the Plans screen;

• Click the Plans button from the upper left menu.
• Click the  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 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 button 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 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 button on the top right.