Edit an account

Edit an account

Applicable Roles
  1. ​All

Skillibrium account owners can update an existing, non-integrated account by editing the accounts details page. Integrated accounts can only be edited in the CRM system (Salesforce, Hubspot, etc).

To edit an account, you have two options
  1. Edit an account through the Accounts list.
  2. Edit an account through the actions list in Accounts table view. 

Edit an account through the Accounts list.

  1. Click EXECUTE in the menu bar and select Accounts.



  2. Select the account you want to update from account table view.



  3. Update the general or contact information for the account. 
  4. Click SAVE CHANGES located at the top right corner of the screen.


Edit an account through the actions list in Accounts table view. 

  1. Click EXECUTE in the menu bar and select Accounts.


  2. Click the kebab menu ( ) for the account you want to update. 



  3. Select EDIT.
  4. Update the general or contact information for the account.
  5. Click SAVE CHANGES located at the top right corner of the screen.

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