How to Adjust Customer Information

Step 1: From the main menu, go to the “Customers” tab. 

Step 2: Click “Proposals” within the “Actions” section. 

Step 3: Locate and click on the “Customer Information” bar. 

Step 4: Click on the "Edit" icon.

Step 5: Make the required edits, then click “Update”.

Updating Customer Information Inside the Proposal

Step 1: Click “View Detail” on the proposal card.

Step 2: Click the “Customer Info” tab on the left.

Step 3: Click the “Edit” icon. 

Step 4: After the edits are complete, click "Save”.