How to change Sub Account and Agency names

An Account Name can be changed with the following steps and screenshot:

  • Click the Menu icon within the CTM account (the 3 lines in the top left corner)
  • Click Settings 
  • Click Account Settings 
  • Enter the desired name in the Account Name field 
  • Click Update SettingsScreenshot 2024-06-06 at 2.07.10 PM.png

An Agency Name can be changed with the following steps and screenshot:

  • Click the Menu icon within the CTM account (the 3 lines in the top left corner)
  • Click Settings 
  • Click Parent Settings 
  • Enter the desired name in the Agency Name field 
  • Click Update Settings

Screenshot 2024-06-06 at 2.06.35 PM.png

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