Main Menu > Customers
If any details for a customer have changed and you would like to edit them, you may follow these steps:
From your Main Menu, navigate to Customers
Select the Client or Prospect whose details you wish to change
You may begin editing these details in the Basics tab immediately.
If you wish to change their Classification, please click on the button below:
If you wish to add, edit or remove Tags, please click on the button below:
You must click SAVE CHANGES when you are done changing any details.