Edit Client Profile

To edit a client’s profile in the system, follow the steps mentioned below:

 

Please click on the link below to log into the ValueLink Connect system: https://app.connectvl.com/#/signin 


 

  1. From the Dashboard, click on Admin

 

Then select Clients to open the client’s page.

 

  1. Click on the client’s name whose profile you want to edit.

 

  1. On the client’s profile screen, click on the EDIT button.

 

  1. You can make changes to the client’s profile as required. Once satisfied with the changes, click on the Update button to update the client in the system.

  1. You can edit the client’s Primary and Secondary Contacts under the Contacts Section.

 

6. Fill the relevant fields and click Update to save the contact information.

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