Updating a client’s Goals & Interests

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by Ryan Hallett
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From your 'My Hub' page (please see below)

New Hub.png

 

On the left hand side of your account, you will see the side menu where you can select 'Contacts'.

New Contacts.png

 

You can then select the client's profile 

New Contact profile.png

 

Click the 3 horizontal grey dots in the top right hand corner and you can 'Edit Clients Details' 

New contact prodile 3 dots inside.png

 

Where you can update both client Goals and Interests.

Screen_Shot_2019-10-17_at_13.32.59.png

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