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Edit the Client's card

To edit a Client's card, do the following:

  1. Go to the HCP's section in the Proxima CRM system.
  2. Select the Client from the list.
  3. Click the Edit button.

select edit button.jpg

4. Make changes to the card.

5. Click the Save button to save changes.

click save.jpg

Note: If you don't need to save changes, click the Cancel button and then the Continue button.

discard changes.jpg