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. To learn more about using this tool, reference this article HERE.
   3. The team info section dropdowns allow you to select the setter, lead type, sales rep, and status.
   4. You can also update the customer's status.
   5. Owners and Admins can change what company the customer is listed under. If the company is changed, a new proposal will need to be requested to reflect the settings of the new company.
      
   6. Lastly, you can change which utility company is being used on the proposal. If the utility company is changed, don't forget to ensure the right rate plan is selected on the proposal (use this walkthrough HERE).
      
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