Sometimes you need to add or edit the information on your account, this can be done from the Account's Profile Page.
To edit the Account information:
- You can use the Search or click on the account's link from the My Accounts list to display it. You can access My Accounts list by clicking Lists and selecting Accounts.
- The Edit the Account dialog box displays where you can edit fields before saving.
To edit the Account name:
If you need to change the name of the account itself, you will need to contact Matrix Support or your manager. If the account is a Prospect or Lead account, you may be able to delete the account and re-add it back into Matrix.
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