This is for users who need to edit a client's name and/or email.
To edit a client's name and/or email:
- Click "People" in the Tab Bar.
- Click "Edit Client" beside the appropriate client.
- Edit the first name, last name, and/or email of the client as required.
- Click "Update Client".
- The client's name will update throughout the project, including on any dealcloser-generated breakaway signature pages.
If you edit the client's email, you will need to send that client a new invite. To do so, update the client's email and then click "Invite" to the right of their name.