This guide shows a quick, step-by-step way to edit a customer's name and primary address in the QuoteAnywhere app. It's useful if you need to correct or change basic customer info.
1. Click "Sales Projects"
2. Select the customer to edit.
3. Click "View"
4. Click "Customer Info"
5. Click on the Customer.
6. Click "Edit"
7. Once changes are made to Customer Name, click "Save."
8. Click on Location.
9. Click "Edit"
10. After editing address fields, click "Save."
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