- Quick Start
- Set up your Team
- Custom Fields
- Sales Pipeline
- Task Management
- Client Management
- What is an ‘entity’?
- Manage Entity
- Lead Scoring
- Campaign Management
- Deals Management
- System Settings
Edit Customer Profile – Customers
How can I edit the information about my customers?
1. To edit your Customer’s profile, go to the Customers section.
2. Under the Customers list, choose the Customer’s profile you want to update.
3. Click on ‘Edit’. Start modifying the details of your Customer.
4. Click the ‘Save Customer’ button to save your data.