Account Settings

The "Account Settings" page allows you to configure and update account specific information, including:

  1. Manage and re-sync deleted accounts.
  2. Define and update account tiers.
  3. Define and update account lifecycle stages.
  4. Edit account basic information, including tiers, stage, CSM score, Primary contact, etc.
  5. Mark an account as "Churned" or delete an account.
  6. Bulk updating account attributes.
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