---
title: How to edit, filter, and delete a client?
description: "Guide to editing, filtering and deleting a client in Sequence: update customer details, quickly find records and keep your data clean and accurate."
---

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# How to edit, filter, and delete a client?

## Left menu \> Sales \> Clients

1\. To manage your customers, click on **Sales** in the left-hand side menu.

![modifier\_filtrer\_supprimer\_clientsB01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB01.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB01.png)

2\. From the options that appear, select **Customers**.

![modifier\_filtrer\_supprimer\_clientsB02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB02.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB02.png)

3\. Here you will find a **list of customers** with information such as their email, current receivables, overdue receivables, whether they are connected to Sequence or not, as well as their status.

![modifier\_filtrer\_supprimer\_clientsB03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB03.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB03.png)

4\. To **edit a customer**, click on the row corresponding to the one you wish to modify.

![modifier\_filtrer\_supprimer\_clientsB04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB04.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB04.png)

5\. Once in the customer’s profile, click on **Edit**. A pop-up window will open with the customer’s information.

![modifier\_filtrer\_supprimer\_clientsB05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB05.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB05.png)

6\. Modify the fields you consider necessary, then click on **Confirm**.

![modifier\_filtrer\_supprimer\_clientsB06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB06.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB06.png)

7\. To **delete a customer**, you can click on the trash icon in the customer’s profile.

![modifier\_filtrer\_supprimer\_clientsB07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB07.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB07.png)

8\. A pop-up window will ask you to confirm whether you want to delete the customer. Click on **Confirm**.

![modifier\_filtrer\_supprimer\_clientsB08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB08.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB08.png)

9\. To **return to the customer list**, click on the left arrow.

![modifier\_filtrer\_supprimer\_clientsB09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB09.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB09.png)

10\. You can also delete a customer from the list by clicking on the three-dot icon and then selecting the **Delete** option.

![modifier\_filtrer\_supprimer\_clientsB10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB10.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB10.png)

11\. To locate a specific customer, use the search bar and the filters located above the table. You can filter by receivables, tags, or status.

![modifier\_filtrer\_supprimer\_clientsB11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB11.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB11.png)

12\. To **remove the filters**, click on the “X” icon.

![modifier\_filtrer\_supprimer\_clientsB12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Ventes/Clients/modifier_filtrer_supprimer_clientsB12.png?width=670&height=318&name=modifier_filtrer_supprimer_clientsB12.png)

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