How can I manually map a CRM account to a Thena account?

To manually map a CRM account to a Thena account, please follow these steps:

1. Launch the Accounts page from the left navigation bar.

2. Search for the account you want to map.

3. Enable ‘Edit Mode’ located in the top-right corner of the page (Admins only have access to this feature).

4. Locate the ‘Company in HubSpot/Salesforce’ column.

5. Search for the CRM account, hover over it to verify the ID and domain. If the details are correct, click on the CRM account to manually map it to the Thena account.