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.