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.