Editing an Account Rep

Modified on Mon, 28 Apr at 11:52 PM

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

  1. From the Left Nav Menu, Click ABM > Account Reps.

  2. On the Account Reps page, click on the three-dot menu under the Action column for the Account Reps you want to edit and click Edit.
  3. You can modify the fields that need to be edited and then click Update to save the changes.   
  4. The updated Account Rep is displayed in the list of accounts on the Account Reps page.


Related Topics:

Adding a new Account Rep

Managing Account Reps

Deleting an Account Reps

Searching  Account Reps


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