Keeping customer details accurate is essential for smooth proposal generation and follow-ups. SubcontractorHub makes it easy to update customer information directly within a proposal. Whether you're correcting a typo, updating contact details, or adjusting address information, follow the steps below to make edits seamlessly.
Step 1: From the main menu, go to the “Customers” tab.
Step 2: Click “Proposals” within the “Actions” section.
Step 3: Locate and click on the “Customer Information” bar.
Step 4: Click on the "Edit" icon.
Step 5: Make the required edits, then click “Update”.
Updating Customer Information Inside the Proposal
Step 1: Click “View Detail” on the proposal card.
Step 2: Click the “Customer Info” tab on the left.
Step 3: Click the “Edit” icon.
Step 4: After the edits are complete, click "Save”.
