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 edit icon next to General Information.
  3. Update information as needed.
    • Name, lead source, and market segment are required fields.
    • The website address must begin with either http:// or https://.
  4. Click Save at the bottom when you are done making changes.

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