How to edit an Account in CRM
It is very simple to edit an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of ac
Updated 1 min read
It is very simple to edit an account in CRM. Follow the steps given below:
1. Click on 'CRM' and go to 'Accounts' on the toolbar.
2. You will find a list of accounts on the new page. Then click on the 3 dots menu.
3. Press 'Edit' to complete the process.
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