Edit Account

Once you have created an account, in cases where you want to make updates to it, you are able to edit it through SalesShaper.

To start editing an account:

  1. Go to ACCOUNTS from the menu panel.
  2. From the account listing, click on the account you want to edit.

You can then proceed to either:

 

Edit Details of Account

*Make sure you have gone through step 1 to 2 above.

  1. On the Details section, click on the EDIT ACCOUNT DETAILS button.
  2. You can make changes to the account's basic information in the given fields, such as its registration number, phone number, address and more.
  3. On the Contacts section, you can click to add a new contact, click to modify a specific contact's details, or click to delete the contact.

     

  4. Once you have done editing, click UPDATE to save the changes.

 

Edit Customer Background of Account

*Make sure you have gone through step 1 to 2 above.

  1. On the Customer background section, click on the EDIT CUSTOMER BACKGROUND button.
  2. On the 'Update account background' pop-up box, you can change the lead generation information and the customer background.
  3. Once you have done editing, click UPDATE to save the changes.

Next Topic: What are New and Existing Customers? ⋙

Did not find an answer to your question? Write to us at support@salesshaper.com