How to Edit an Account?

Sometimes you need to make changes to an existing account. TutterflyCRM has a simple and easy way to get this done! This page can help you understand how to make changes an Account record. Read on!

Editing an Account

Step 1: Click on the link with the Account name. This will redirect you to a new page with more details.

Step 2: From the new page, click on the Edit button from the top-right corner.

Step 3: Good Job! We are almost at the end. After you click the Edit button, a form will appear. From this you can make edits to any field necessary.

Note: When you write in something in the billing address field, you will get automatic suggestions. make use of them!

Step 4: Finally we are here! Click on the Save button. A message box will appear to notify that changes have been made to the Account record. This new record will be added to ‘Accounts’ section with the others.