Updating Your Client's Interests

Description: A client's profile can contain a wealth of useful information. You can keep track of where they are in your pipeline by updating their Interests module with their estimated closing date, estimated closing price, and desired area.

1. Log into your website
2. Navigate to Flex CRM - Clients
3. Click on the client you wish to edit
4. Click Update or the pencil icon
5. Scroll halfway down to the Interests section
6. Edit the Estimated Closing Date, Estimated Closing Price, and Desired Areas fields
7. Scroll down and click Update
8. These interests will now be readily available towards the top of this client's profile