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Edit Account

Use Accounts to update an existing account when company details change.

Search helps you find the right account first, then you can edit it in the side panel.

Before You Start​

  • You must have permission to edit teamspace settings.

Steps​

  1. Open Teamspace Settings > General > Accounts.
  2. Search for the account you want to update.
  3. Open the account from the list.
  4. Change the account details in the side panel.

When Should I Use This?​

  • When an account name needs to be corrected.
  • When the account record should better match how your team tracks customers.

Tips​

  • Search first if the account list is long.
  • Keep account names aligned with the labels your team uses in reporting.

Example​

This video shows how to search for an account and update its details.

FAQ​

Q: Do I need to search before editing an account?​

No. Search is optional, but it is the fastest way to find the right account in a long list.