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Updating Client Information

Keeping client information accurate is vital for building strong relationships and ensuring smooth collaboration. If you notice outdated details, update them promptly in the CRM.

Step-by-Step Guide

Step 1 — Log In

  • Go to [crm.forgemarketing.com].
  • Sign in with your Forge Marketing email and password.

Step 2 — Search for the Client

  • Use the search bar at the top of the dashboard.
  • Enter the client’s name, company, or email.
  • Select the correct record from the results.

Step 3 — Open the Client Profile

  • Click on the client’s name to open their profile.
  • Select “Edit” in the top-right corner.

Step 4 — Update the Information

  • Modify any outdated fields, such as:
    • Contact details (email, phone, job title)
    • Company information (address, industry, size)
    • Account Manager assignment
  • Add new notes or files if relevant.

Step 5 — Save Changes

  • Click “Save” to update the record.
  • Confirm that the changes appear correctly in the profile.

Best Practices

  • Update client details as soon as changes occur (e.g., client changes role or company).
  • Avoid duplicating contacts — always search before adding new records.
  • Use clear, professional language in notes (they may be visible to other teams).

Support

For questions about updating client data:

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