Editing an Account

Modified on Sun, 28 Jul at 10:24 PM

To edit an Account, you can follow the below steps

  1. From the Left Nav Menu, click ABM > Accounts.
                                   
  2. On the Accounts page, click on the three-dot menu under the Action column for the account you want to edit and click Edit. 
  3. The Configure tab is displayed, you can modify the Metadata, Account Representative, Banner, and Custom fields. Click Update to save the changes to the account. 
  4. You can view the updated account displayed in the list of accounts on the Accounts page.

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