Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Partner

You can edit a partner’s details from two locations:

Listing Page: Find the three dots next to the partner you want to edit and select Edit.

Details Page: Simply click the Edit icon or choose Edit option from the Action dropdown menu.

You can modify all partner information by navigating through the various tabs.

  • All the information of a partner such as (name, relationship, type, phone number, e-mail id and image etc) can be edited through the General tab.
  • Once you have completed the editing, click on Save to implement the changes.
  • Click on Cancel to nullify the changes made.