Editing an Account Rep

Modified on Wed, 4 Aug, 2021 at 10:19 PM

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

  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 the accounts on the Account Reps page.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article