How to edit a client

You can update a client's profile, add or remove contacts, reassign team members, and manage tags at any time. Changes are saved instantly and apply across the platform — to proposals, documents, billingJeopard billing, and the vault.

Open a client for editing

  1. Go to the Clients page from the main sidebar.

  2. Find the client you want to update. Use the search bar or filters if the list is long.

  3. Click the three-dot menu on the right side of the client row.

  4. Select Edit.

  5. The edit form opens with the client's current information pre-filled.

What you can update

The form is organized into tabs. What you see depends on whether the client is an Individual or a Company.

Details tab

For individuals:

  • Full name

  • Client ID

  • Email address

  • Phone number

  • Company and job title (if they are associated with a business)

  • Mailing address (street, city, state, postal code, country)

  • Industry

  • Notes

For companies:

  • Company name

  • Primary contact name

  • Client ID

  • Email address

  • Phone number

  • Website URL

  • Industry

  • Mailing address

  • Notes

The state and country fields use dropdowns to keep data consistent. If you enter a ZIP code, the city and state may auto-fill.

Contacts tab

Add secondary contacts (spouse, facilities manager, billing contact, etc.) with their own names, emails, phones, and preferred contact methods. You can also edit or remove existing contacts here.

Team tab

Assign or remove team members who should have access to this client. This controls who sees the client in their filtered views and who receives notifications related to proposals or documents.

Tags tab

Add or remove tags to categorize the client (for example: "Commercial", "Residential", "High Priority", "Net-30"). Tags help you filter and report on clients quickly.

Save your changes

When you're done editing, click Update Client (or Update Company). The client list refreshes automatically. All linked records — proposals, signed documents, invoices, and vault entries — now reflect the updated information.

If you need to back out, click Cancel or the X to close without saving.