- To Edit an Existing Client click on the “Clients” tab in the top right of your screen.
- Once inside the Clients section, click on the edit button next to the Client’s name:
- Fill in the information you have on the Client. When you are done, click “Save Changes.”
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To add multiple contacts to a client, simply click on the client’s name, and a dropdown will allow you to add more multiple contacts with e-mail addresses and phone numbers to use throughout the system.
