Editing and Deleting an Account Rep

Editing an Account Rep
You can edit an Account Rep’s details to keep their information current and accurate. This includes updating their name, email, title, contact details, social media links, appointment booking URL, profile picture, and welcome notes. 

To edit an Account Representative, 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.

Deleting an Account Rep

You can delete an Account Rep if they are no longer associated with your accounts or campaigns. Once deleted, the Account Rep and their details will be permanently removed from the system and will no longer appear in the Account Reps listing.

To delete an Account Rep, you can follow the steps below:

1. From the Left Nav Menu, click  ABM > Account Reps. 
2. On the Account Reps page, open the three-dot menu under the Action column for the Account Rep you want to remove, and select Delete.
3. A Confirmation pop-up is displayed with Ok and Cancel buttons. Click Ok. 
4. On confirmation, the Account is deleted, and the Account Rep is removed from the listing page.

Related Topics:

Adding a new Account Rep

Managing Account Reps

Searching  Account Reps