--- title: Updating a Customer's Information description:   --- [Skip to content](https://help.gosolo.io/updating-a-customers-information#main-content) [![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en) - [Solo Help Center](https://help.gosolo.io/) Open main navigation Close main navigation - [Solo Help Center](https://help.gosolo.io/) - [Go to Solo](https://phx.gosolo.io/) [Go to Solo](https://phx.gosolo.io/) How can we help? - There are no suggestions because the search field is empty. 1. [Solo Help Center](https://help.gosolo.io/?hsLang=en) 2. [Customer Management](https://help.gosolo.io/customer-management?hsLang=en) August 11, 2025 # Updating a Customer's Information 1. Once on the Customer Information page (click [here](https://help.gosolo.io/how-to-find-a-customers-information?hsLang=en) 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. ![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-09%20at%2010-40-57%E2%80%AFAM-png.png?width=688&height=133&name=Screenshot%202025-01-09%20at%2010-40-57%E2%80%AFAM-png.png) 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](https://help.gosolo.io/redropping-the-pin-1?hsLang=en).![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-09%20at%2010-41-27%E2%80%AFAM-png.png?width=688&height=429&name=Screenshot%202025-01-09%20at%2010-41-27%E2%80%AFAM-png.png) 3. The team info section dropdowns allow you to select the **setter**, **lead type**, **sales rep**, and **status**. ![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-09%20at%2010-41-41%E2%80%AFAM-png.png?width=688&height=470&name=Screenshot%202025-01-09%20at%2010-41-41%E2%80%AFAM-png.png) 4. You can also update the **customer's status**. ![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-09%20at%2010-42-11%E2%80%AFAM-png.png?width=688&height=77&name=Screenshot%202025-01-09%20at%2010-42-11%E2%80%AFAM-png.png) 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. ![Information\_CompanyField](https://help.gosolo.io/hs-fs/hubfs/Information_CompanyField.png?width=688&height=93&name=Information_CompanyField.png) 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](https://help.gosolo.io/swapping-rate-plans-in-the-proposal?hsLang=en)). ![Information\_UtilityCompanyField](https://help.gosolo.io/hs-fs/hubfs/Information_UtilityCompanyField.png?width=688&height=91&name=Information_UtilityCompanyField.png) 2. After making all the updates needed to the customer's information, press save at the bottom left of the page. ![Screenshot 2025-01-09 at 10.39.31 AM](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-01-09%20at%2010.39.31%20AM.png?width=688&height=101&name=Screenshot%202025-01-09%20at%2010.39.31%20AM.png) 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   - [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en) - [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content) - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account) - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users) - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions) - [Customer Management](https://help.gosolo.io/customer-management?hsLang=en) - [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content) - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign) - [Proposals](https://help.gosolo.io/proposals?hsLang=en#main-content) - [Requesting a Proposal](https://help.gosolo.io/proposals?hsLang=en#requesting-a-proposal) - [Adjusting Your Proposals](https://help.gosolo.io/proposals?hsLang=en#adjusting-your-proposals) - 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