Renaming an account group

If you need to change the name for an account group, you can rename it rather than deleting it and creating a new one. You can use account groups that others have created, but you can only rename or update account groups you've created.

To rename an account group:

  1. Click the  icon.
.
  1. Select the radio button next to the account group you want to rename.
  1. Type the new name, then click Rename. If you want to make this account group your default view, select the radio button for the account group again, then click Make default.
Footer logo