Edit an Existing Contact, Prospect or Client

To edit an existing contact, prospect or client

1. Click Manage Clients > CRM.
2. Use the search function to find the contact, prospect or client you want to edit, then click the name of the person you want to edit.

The complete record opens.

3. By default, the record opens with all sections expanded. Collapse all sections by clicking Collapse All at the top of the record. Expand all sections by clicking Expand All.

Expand an individual section by clicking the section heading.

To edit the next record, click the Next Record button. To edit the previous record, click the Previous Record button.

4. Edit information in any section by clicking the blue pencil icon located in the section heading.

The complete record opens, with each field editable.

5. Edit information in the record as required.
6. Change the type of record from contact to prospect using the drop-down field at the top of the page.
7. Click Save to save your changes, Exit to return to the record without saving your changes, or the Home icon to return to the CRM main screen.

For more information

• Users' Guide