Your relationship with key customers may change over time, as will the role they play within the account. The key customer record can be edited to reflect this either from the list or from the influence map
Open the account
Under the Navigation tab click Customers
In the Key Customers list, click to select the customer you wish to edit
Under the Actions tab click Edit Key Customer
The Account Customer window will open
Select a new Role from the available options
Select a new Relationship Level from the available options
Add any notes relevant to the customer
Click the OK button to save the changes
OR
Open the account
Under the Navigation tab click Influence Mapping
Click on the Edit tab
Click on the influence map node that represents the customer you wish to edit
Under the Actions tab click Edit Node
The Edit Node Details window will open
Select a new Role (Node Type) from the available options
Select a new Relationship Level from the available options
Add any notes relevant to the customer
Click the OK button to save the changes