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How to edit prospect’s details?

User on Web

Login to OutPerform account.

Step 1: Click on the deal screen.

Step 2 :Select one deal and click on it.

Step 3: Click on the “pencil” button in PERSON Section.

Step 4: Edit the necessary details.

Image before edit
Image after edit

Step 5: Click on the “Update” button.

Step 6: Prospect’s details will now be updated and shown under the PERSON section.

Image before edit
Image after edit

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