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.
ConvergeHub

  • 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.
  • ConvergeHub

  • Other significant information like Account No, Annual Revenue, Account image etc. can be edited from Other tab.
  • ConvergeHub

  • All the social links of the account can be edited from Social Links tab.
  • ConvergeHub

  • Once you have completed the editing, click on ConvergeHub to implement them.
  • Click on ConvergeHub to prevent the implementation of the new changes.