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)

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

Hub.png

 

Contacts.png

You can then select the client's profile 

Screen_Shot_2019-10-17_at_12.54.34.png

 

Click the 3 horizontal grey dots in the top right hand corner and 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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