How to rename a portfolio

Renaming a portfolio is applicable to both manually created and linked portfolio.

Three simple steps:

    1. Click on the 3 dots found on the upper right portion of the portfolio tool then choose Rename Portfolio.

    2. Delete the existing name then just type the new name.

    3. Click the Save button.


Here's how it is in action:

Renaming Portfolio.gif



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request