Edit an Account Manager
Permissions needed: Accounts & Contacts > Edit
The user who creates an account is automatically added as the account manager. To edit the account manager listed on an account:
- Go to the account's details page by using the global search or the Accounts list.
- On the details page, click the edit pencil icon by General Information.
- In the Edit Info slider, select a different user from the dropdown. Type a letter to search the list of users. You can also click the X icon to remove the account manager.
- Click Save.