Updating a Customer's Information

1. Once on the Customer Information page (click here to learn how to find a customer's information), find the field/s that need to be updated.
   1. In the customer section, you can update the first and last name, phone number, email, and email address. Additionally, you can also upload utility bills.
   2. Within the location section, you can drop the pin/location of the customer's house.
   3. The team info section dropdowns allow you to select the setter, lead type, sales rep, and status.
   4. Lastly, you can also update the customer's status, including what utility company the customer uses and what company the customer is listed under.
2. After making all the updates needed to the customer's information, press save at the bottom left of the page.
   
3. Once saved, all changes will display on proposals, docs, and anything else that is related to the customer.

Watch How to Update a Customer's Information