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- ShareBuilder CRM
ShareBuilder Desktop (Citrix)
ShareBuilder CRM Yield
Change Account Category
Move an account from one category to another.Navigate to the Accounts page by clicking Companies → Account.
- Select the caret or arrow to the left of the account name. This will open up the account so you can make quick changes.
- Choose a new Account Category from the drop-down list. Only categories appropriate for account billing within the specified date range will be included as choices.