Updating and Sending Client Login Information

Description: If one of your clients wants to start saving searches and already has an account in your CRM, you can use their login and password to allow them to log into your website. You can also update this information and send it to your client directly.

Topics covered in this article: 

• Updating client login information
• Sending client login information

Updating client login information: 

1. Log into your website
2. Navigate to FlexCRM > Clients
3. Click on the client you wish to edit the login information for
4. Click Update or the pencil icon
5. Scroll down to the Login section
   • Edit the username if necessary
     • This will usually default to their email if they have one in the system
   • Provide a new password and confirm
6. Click Update Client on the upper right