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Articles in this section

  • How to edit participant information?
  • How to edit client information?
  • How to create an agenda with attachments?
  • How to use agenda templates?
  • How to create a client?
  • Update of presentations and slides attached to template
  • How to continue a meeting?
  • E-mail status
  • How to create a meeting and assign a client
  • What is an agenda and how to create it?
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How to edit client information?

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Jacob
  • October 22, 2019 10:54
  • Updated
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In order to edit client information, please follow these steps:

1. Click on Clients

2. Find the client who you want to edit

3. Click on the Pen

4. Edit and click save 

 

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