Summary:


This Walkthrough will go how to Update Demographics for both Client and Prospective Clients.



Update Demographics/Info for Client:


1. Navigate to Client List.

2. Search and Select Client.

3. Select Update Info Button.

4. Input correct Demographics and Select Update.

Note: You may also change Clients Picture by Selecting Upload Image.


Update Demographics/Info for Prospect:


1. Navigate to Prospective Client List.

2. Search and Select Prospect Name or Face to Face Bubble.

3. Scroll to Demographics Section and Select Edit Icon.

4. Input Correct Demographics and Select Update.

Note: You may also change Prospects Picture by Selecting Upload Image.