Once you have entered a Prospect/Customer into the system and have added a Bank Product, you can go back and make changes as needed.

To make these changes simply go to Edit Prospect/Customer, Edit Bank Product, Edit Customer Note, etc.

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Next Step:

  • Simply click on the box that you need to edit and a black box will appear around it. Make any edits needed.

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  • Once you have completed with the edits, simply click Stop at the top of the page and all edits will be saved.

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  • You can make as many edits as needed in one sitting and you can also edit more than one prospect/customer at a time.