1. Open your client portfolio and select the one you wish to edit

  2. Click on the upper part of the screen where the client's name appears

  3. An editing section will open. Edit as desired and click "Save"

Note that:

  • 'Interested in' field can only be edited once

  • 'Contact comment' cannot be edited since it's use is limited to clients coming with comments from integrations such as Facebook Leads, or Landing Mail

  • Even though you can add multiple client’s line in ‘Phone’, you’ll only be able to chat with the first Phone added

You might want to know:

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