View or Edit an Existing Clients Profile

From ClickSold Help Wiki
Jump to: navigation, search
  1. Make sure you've logged into your ClickSold Dashboard and then on the left panel select ClickSold -> My Clients
    Myclientsmenu.jpg

  2. Locate your client (using the Quick Search if need be) and click on their name to load their full profile.

    Any contact information that you or the client themselves submitted will be visible.

  3. If you are making any changes to your clients profile make them now, and click Update to save the changes.