1. From the ‘Contacts' section (left navigation bar)
2. Click on the desired client contact
3. Click on the edit pencil (top right-hand side)
4. Edit information
5. Scroll to the bottom of the form and click ‘Save contact’
You may also edit a contact by simply clicking on the ellipsis menu next to the contact on the contact dashboard, then click ‘Edit’
Comments
0 comments
Please sign in to leave a comment.