Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client! You will see the name is locked in the Group search bar.
Step 4: Click on the "Group," then the "Contacts" in the drop-down of the Navigation bar on the left side.
Step 5: You will see all the contacts listed here. Use the "Edit" button (circled in orange) on the contact you want to edit.
Step 6: Make the changes you need, and hit "Save changes" to save the page.
If you have any questions regarding the instructions above, please email us at email@example.com