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:

  1. Go to the account's details page by using the global search or the Accounts list.
  2. On the details page, click the edit pencil icon by General Information.
  3. 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.
  4. Click Save.