How to Edit a Client

If you have a client which 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 clients 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, located right above the word "Leads" as seen in the image below.

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 page which is their profile. 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. Note: For manually created clients, if you change the "Source" field to something other than "CSV Import" or "Manually Created", they will appear in your "Leads" list instead of "Contacts".

Once you're done with your edits, click "Update" in red at the bottom of the page as shown below 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!