How can I change an account's sales unit?

You can change the account sales unit within the "Accounts or Contacts".

Change the Account's Sales Unit

  1. Click the ''Accounts or Contacts'' on your Pipeliner tool bar.
  2. Click on the particular account to select it (the account turns dark-blue).
  3. Click the “Change Sales Unit” button within the Account’s Tools.
  4. Select the new sales unit and click "Save".

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