Updating a client’s Goals & interests

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by Bruce Milne
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From your 'My Hub' page (please see below)

 

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

 

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 You can then select the client's profile 

Screen_Shot_2019-10-17_at_12.54.34.png

 

and by hitting the 3 horizontal grey dots next to the client profile picture you can 'Edit Clients Details' 

 Screen_Shot_2019-10-17_at_13.32.01.png

 

Where you can update both client Goals and Interests.

Screen_Shot_2019-10-17_at_13.32.59.png

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