Modify Your Executive’s Information
Executive information and preferences are constantly changing. As important as it is to quickly copy and paste the information, it is to be able to update it.
Updating your Executive’s information
Click on your Executive’s name in the navigation bar on the left.
Under the Notes section, select the category you’d like to change.
On the card you’d like to update, select the three dots on the top right corner.
Select Edit or Delete.