Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Account

Account-related information can be edited by clicking on the ConvergeHub link on the Account details page.
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  • All the general information on an Account can be edited through the General tab.
  • Multiple addresses of an Account can be edited through the Address tab.
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  • Other significant information like Account No, Annual Revenue, Account image etc. can be edited from Other tab.
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  • All the social links of the account can be edited from Social Links tab.
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  • Once you have completed the editing, click on ConvergeHub to implement them.
  • Click on ConvergeHub to prevent the implementation of the new changes.
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