Editing Account Visitors

Account Visitors can be of type Invitee and Non-Invitee. To edit an Account Visitor you can follow the below steps:

1. From the Left Nav Menu, click ABM > Account Visitors.
   
2. On the Account Visitors page, click on the three-dot menu under the Action column for the Account Visitor you want to edit and click Edit.
      
3. By default, the Dashboard tab is displayed, click the Configure tab to edit the Account Visitors.   
4. You can make modifications to the fields for each of the below Account Visitor Types:
   • Account Visitor of Type - Invitee with Engagement Status New. Note: Here all the fields including Account and Invitee Id can be modified.
     
     
   • Account Visitor of Type - Invitee with an Engagement Status Browser/Clicker/Engage/Highly Engaged. Note: Here Account and Invitee Id are marked as non-editable, you could modify other fields.
     
     
   •  Account Visitor of Type - Non-Invitee and of any Engagement Stage. Note: Here the Account and Invitee id are non-editable and the Invitee Id is blank, you could modify other fields.    
     
     
5. Click Update to save the changes.
   
   
6. A confirmation message is displayed and the visitor account is updated on the Account Visitors page.