Updating your personal information in ScoreCEO is a straightforward process. Follow these steps to ensure your details are up-to-date.

Step 1: Log In to ScoreCEO

  1. Open your web browser and navigate to beta.scoreceo.com.
  2. Enter your login credentials and click the "Log In" button.

Step 2: Access the Lead/Consumer Section

  1. Once logged in, look for the Lead/Consumer tab in the main menu.
  2. Click on Lead/Consumer to access your list of customers.

Step 3: Find the Customer

  1. You can either scroll through the list to locate the customer or use the search function at the top of the page.
  2. Type the customer's name in the search bar and press Enter.

Step 4: Select the Customer

  1. Once you find the customer, click on their name to open their profile.

Step 5: Open the New Lead Section

  1. After selecting the customer, look for the New Lead option on their profile page.
  2. Click on New Lead to view the customer's information.

Step 6: Update the Desired Information

  1. Review the displayed information.
  2. Click on the specific field (e.g., name, address) that you want to update.
  3. Enter the new information in the appropriate fields.

Step 7: Save Your Changes

  1. After making the necessary updates, click the Update button at the bottom of the page to save your changes.
  2. You will see a confirmation message indicating that your updates were successful.

Conclusion

Keeping your personal information up-to-date in ScoreCEO is essential for maintaining effective communication and ensuring accurate records. If you have any questions or need further assistance, feel free to reach out to our support team