Editing an Account

Modified on Tue, 17 Dec at 9:43 PM

To edit an Account, you can follow the steps below:

  1. From the Left Nav Menu, under ABM, click  Accounts.
                                   
  2. From the Accounts listing page, select the account you want to modify, select the three-dot menu, and click Edit.

     

  3. The Configure tab is displayed, you can modify the Metadata, Account Representative, Banner, and Custom fields. and click Update. 
  4. The Account is successfully updated with a confirmation message.

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