View Account: Edit

Clicking on the Edit link from the page menu will display the previous information entered and allows changes to be made.

The following fields are required:

Account Name

Primary Contact Name

Primary Contact Email

Billing Street

Billing City

Billing: Zip/Postal Code

Billing: Country

Clicking on Update Account will save and overwrite any previous information.

Options allow the selection of the account owner (lists dealer users), parent account, primary contact, and whether to include the information in the Viewer Sync.

Additional contacts may be assigned by click on the Add/Edit Contacts link.