Change Account Category

What

This article provides a step-by-step guide on how to move an account from one category to another within ShareBuilder CRM.

Why

Properly categorizing accounts ensures accurate billing, reporting, and data management. Adjusting account categories as needed helps maintain organized records and reflects the current status of each account.

How

1. Navigate to the Accounts Page:

   • Click on Companies in the left-hand navigation bar.
   • Select Accounts to view your list of accounts.

2. Locate the Desired Account:

   • Find the account you wish to re-categorize.
   • Click the caret or arrow (>) to the left of the account name to expand the quick edit options.

3. Change the Account Category:

   • In the expanded view, locate the Account Category dropdown menu.
   • Select the new category from the list. Note that only categories appropriate for account billing within the specified date range will be available as choices.

4. Save Your Changes:

   • After selecting the new category, click the Save button on the right side of the page to apply the changes.