Editing a Company

Editing a Company

If you need make changes to an existing company or made a mistake when setting up a company, follow the steps below:

  1. If you need to edit a company on CMap PIM, you'll need to head to the Hubsite first and go to the Contacts tab. 
  2. Then, click on the 'Companies' tab.
  3. Select a company to edit and click on it (you can use the Filters panel to find the company more easily).
  4. Once selected, the company information panel will open. Then, click on the pencil icon in the top right hand corner of the panel to edit the information.
  5. Update the company information and then click on 'Save'. 
  6. From this panel, you can also add a new address by clicking the Add Address icon, as well as editing any existing addresses by clicking the edit symbol next to the address.

Finished

You have now successfully edited a Company!

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request