Converting an Inferred Account into a Targeted Account

You can convert an Inferred Account into a Targeted Account by following these steps:

1. From the Left Nav Menu, click Accounts.
   
   
2. On the Accounts page, select an Inferred Account that you want to convert.   
3. By default, the metrics tab opens. Click Convert to Target Account.
   
   
4. The inferred account is successfully converted into a targeted account, and a success message is displayed. 
5. Once the Inferred account is converted into a Targeted Account, the Account Type is updated and reflected on the Accounts Listing page.

   

Related Topics:

Adding a New Account

Searching Accounts

Editing an Account