You can manually changing the client type assigned to a client from their client profile. Manually changed client types appear in red.
Manually change a client type
To manually change the client type:
On the Top Nav Bar, click Search
and enter the client’s information, then click the client’s name.
On the Overview page, hover over the client type icon and click Edit
Select the client type and click OK
In the confirmation dialog box, click OK.
Click Enable Client Type Auto-update
to automatically update the client type based on that client’s purchases.