Change List object name or Account

A List object is an opportunity, deal, prospect, etc. that appears on a List associated with an Account you create. You can change a List object name, or change the name of the Account associated with a List object.

Change a List object name

  1. In the Grid, click to the right of the object name.
  2. Enter a new name.
  3. Click Save at the bottom of the screen.

Change the Account name associated with a List object

  1. In the Grid, click to the right of the object name.
  2. Click Change Account.
  3. Enter the Account name and do one of the following:
    • If the Account appears in the search results list, click the Account name.
    • To create a new Account for the object, click Create [Account name] at the bottom of the search results.

      Note: Creating an Account can result in duplicate Accounts. Before you create a new Account, make sure that the Account you want doesn't already exist in SalesforceIQ.
  4. Click Save.

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