Editing Account Information

To edit an account's name and other basic information:

  1. Go to the account's details page.
  2. Click the edit pencil icon next to General Information.
  3. Update information as needed.
    • Name, Lead Source, and Market Segment are required fields. Everything else is optional.
    • The website address must begin with either http:// or https://.
    • You can only select existing accounts for the Parent Account field. If the parent account has not been added yet, you can update this account once its parent is added. For more information about parent accounts and account hierarchies, please see the full article.
  4. Click Save at the bottom when you are done making changes.

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