Overview
You may need to update an organisation record from time to time, for example, to change the relationship owner, update an address, change the status from Confirmed to Opportunity, or archive a profile.
Edit organisation details
- Sign in to your administrator account.
- Select the Organisations tile from the navigation panel.
- Select the pencil icon under the Edit column.
- Alternatively, select the organisation name to open the organisation profile, then select Edit organisation.
- Make the required changes and select Save.