How to access “Client Detail” for edit client data

In the client menu, select the client name you want to view the 'Client Detail' for. Here, I choose the client 'Allo Bank'.

"Now you are on the 'Client Detail' page."

How to edit Summary Data

  1. How to access Summary
    click the summary tab on the client details


     
  2. Guide to fill Summary Data
  1. Details Components
  • Client Name: Change the Client Name as desired.
  • Client Website: Enter the client's website name.
  • Client Industry: Specify the type of industry the client's company belongs to.
  • Client Location: Enter and select the client's location (District).
  • Client Address: Input the client's address.
  1. Description Component: Enter the Client Description.
  2. Service Fee Component: Input the Fee Amount from the Client.
  3. Contracts Component: Enter the client's work contract.
  4. Team Component: Input the Client's Team.
  5. Guest Component: Input Guests.
  6. Contact Component: Enter the client's contact information.