How to edit an existing client's details?

In the left menu bar, click on 'Clients' under the heading 'Firm'

Select the client you would like to edit from the list of clients.

Click the 'Edit' button at the top right of the page.

A pop-up will appear where you can edit the client's information

• Profile picture

• Name*

• Industries*

• Customer number

• Email

• Phone number

• Website

• LinkedIn page

• Address

  • Street address

  • Apartment, suite, unit, building, floor, etc.

  • Postal code

  • City

  • Region

  • Country

Once you have inserted all the applicable information, click 'Update client' at the bottom right corner of the pop-up to update the client's details.