How to Adjust Customer Information

Step 1: Click on the “Customers” tab on the left-hand side. 

Step 2: Click on “Proposals” within the “Actions” section of the Customers tab. 

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

Step 4: Click on the edit icon (pencil).

Step 5: Make the required edits and then click on the “Update” button.

Updating Customer Information Inside the Proposal

Step 1: Click on the “Customer Info” tab. 

Step 2: Click on the “Edit” button. 

Step 3: After the edits are complete, click on the ‘Update” button.