Editing and Deleting Customer Accounts

You can edit and delete accounts if the account is not integrated with a third-party software such as Salesforce. 

When integration with a third-party such as Salesforce exists, the account cannot be edited in Unifyr. This will maintain the integrity of the third-party as the source of truth for Account information. When this is the case, Unifyr updates the data every two hours.  

Review the information you input when creating the account. For more information, see Create Accounts.

When you delete an account, the deal is still visible. Partners will see that the deal is associated with an Inactive Account. The account on the deal will display as Associated with Inactive Account. The account information on the deal can be updated by the partner. 

1. Navigate to Leads & Deals > Accounts. 

2. In the Accounts view, click the name of the account you want to review, edit, or delete.

   You can edit these fields: Account Name, Description, Website, Account Type, Industry, Phone, SIC Code, Number of Employees, External ID, External Source Integration Id, and Billing Address.

   You can limit Partner Access to individual or all partners.

    

3. If you have multiple pending requests for an account, we will show you all potential matches so that you can evaluate and take action on each pending account request.

   

4. Do one of the following:
   • Cancel current changes and return to the Accounts view.
   • Delete the current Account. 
   • Save changes and return to the Accounts view.