Searching/Editing a Client

To edit information on existing clients or search for a client you wish to send a Proposal/Card in Proposals Lite, click on the Search/Edit tab. You may search by email, name or company. Enter the information in the field. Search results will appear with all related information based on your search criteria.

Click on the name of the client or the "+" icon to fully view the client's information. Click on the "Edit" link to get a window allowing you to edit in the respective fields. Make your changes and click Save.