Articles on: Prospects and Accounts

Edit an account

Keep your account information up to date to make your engagement process easy for your team.

You can edit any of the details you've stored about an account from the Accounts page.

From the Accounts page, click the account you want to edit.

Edit the details you need.
If you need to see more fields, click Show more options.

Click Update.

Updated on: 31/05/2024

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