1
Open Workspace CRM
Click CRM in the sidebar.
2
Select the Client
Click the client in the list.
3
Go to Info Tab
Ensure you’re on the Info tab.
4
Edit Fields
Update any field:
- Name
- Company
- Notes
5
Click Update
Save your changes.
Editable Fields
Notes Field
Use notes for:- Project details
- Communication history
- Special requirements
- Internal reminders
Tips
- Keep info current
- Use notes liberally
- Update after meetings
- Track important details
Workspace Overview
Learn more
White Label Setup
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