How to Edit an Account Profile in CRM

Overview:

This article provides the steps on how to edit an account profile in CRM.

Process:

1. Go to My Apps and open Okta. 

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, click Account Profiles under Extension in the sidebar menu.

6. Search for the account you want to edit using Filter by or the quick find icon.

7. Once located, tick the checkbox beside the account to select it.

8. The Edit icon will appear in the command bar; click it.

9. The account profile details will open.

10. Make the necessary changes or add new details.

11. Click Save & Close to save your edits.