If you have a client who has changed their email, phone number, or address, you may need to make some changes to their information in your CRM.
Below, I will explain how you can edit your client's information to keep everything up to date!
Step 1: Log in to your CRM
In order to access your CRM, please log in at crm.yourelevate.com.
Step 2: View your list of Clients
Click the "Clients" header on the left-hand navigation bar:
This will show you a consolidated list of all leads and contacts. To learn what the difference is between a lead and a contact, you can review this article: What is a Lead vs a Contact?
Step 3: Go to the Client's Profile
Click the name of the client whom you wish to update; this will open a new panel which is their client record. Once here, click the pencil icon next to their name at the top of the page, as shown below.
Step 4: Edit the Client's Information
This is the page you will make your edits on. Please be sure to scroll down the page to preview all fields you can make changes to.
Once you're done with your edits, click "save client" in blue at the bottom of the page as shown above in order to save all of the changes you've made.
That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!