Once your client is set up in Senta, you can easily return and make further changes across the tabs; this could be changing data in fields or turning services on and off.
To start making changes on the client page, select Edit in the left-hand corner:
From here, you can navigate to any of your tabs and make changes to the fields.
For example, click on the State field on the General tab to see the options:
And change from Prospect to Client by clicking on Client:
...or add another email to the Contacts tab:
...or turn on Services from the Services tab: