Follow these steps to edit an InsideView Data Integrity process:
|1||Log in to Salesforce||Log in to Salesforce Login with your admin user credentials.|
|2||Go to Sales app||In the Salesforce home page, click the App Launcher link.
In the App Launcher window, click the Sales app.
|3||Go to the Data Integrity app||In the Salesforce home page, select the InsideView Data Integrity tab.
|4||Edit the Process||Click the icon to expand the process that you want to edit.
Click the icon to edit the process.
Notice that you cannot edit the entities (Accounts, Contacts or Leads) that are managed by the process and all other options are editable.
For more information to edit the options, read the Creating an Account Management Process in Salesforce CRM in our Knowledge Base.