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CPQ for Advantage Platform

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Conga Product Documentation

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CPQ for Advantage Platform

Managing Accounts

Editing Accounts

Based on user roles, the administrator has assigned Read and Create permissions on the Account object and set field permissions for account fields. For more information, see managing Roles and Permissions.

You can update one or more accounts after creating them. To edit multiple accounts, select from the accounts list and make your changes simultaneously.
Note: To customize the layout of the Account Details page, it is recommended to clone the required page using CX Studio. Modifications made using the Edit Page button in the page header are session-based and not persisted. As a result, any changes made through this method are lost once the page is reloaded or navigated away from.
  1. Login to the Conga CPQ on Advantage Platform.
    By default, a Proposals page is displayed.
  2. Navigate to the App Launcher icon from the top left corner, click Shared Apps > Accounts.
  3. Click the vertical ellipses () next to the contact name and select Edit .
  4. Update the required details and click Save.
To edit multiple accounts
  1. Navigate to My Accounts to view the accounts list page.
  2. Select a set of accounts to edit or use the Advanced Search option to narrow down the list of accounts. This helps you to filter and find the specific accounts to edit.
  3. Click the Bulk Edit ()icon. This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Managing Accounts.
  4. Edit the fields and click Save.
    The fields for the selected accounts are updated, and the most recently modified records appear at the top of the list.

December 2, 2025