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Edit client information in Workspace CRM.
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client in the list.
3

Go to Info Tab

Ensure you’re on the Info tab.
4

Edit Fields

Update any field:
  • Name
  • Email
  • Company
  • Notes
5

Click Update

Save your changes.

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Editable Fields

FieldDescription
NameClient’s display name
EmailContact email
CompanyBusiness name
NotesInternal notes (client doesn’t see)

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Notes Field

Use notes for:
  • Project details
  • Communication history
  • Special requirements
  • Internal reminders

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Tips

  • Keep info current
  • Use notes liberally
  • Update after meetings
  • Track important details

Workspace Overview

Learn more

White Label Setup

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