How to edit account details (name, status & value)

You can manually edit any customer (account) name, status (paying / not paying / prospect), and value in Receptive.

Find the account page by clicking "Customers" on the left-hand navigation and then selecting the correct account from the list.

Click on the "Edit" button.

editaccount.jpg

Then edit the appropriate fields and click "Update":

updateaccount.jpg

 

 

 

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