Delete & Edit (the name) of Snapshots

In this article, you will learn how to edit the name of a snapshot and how to delete a snapshot.


What You Will Need

1. Access to your agency app


Edit the Name of a Snapshot

Step 1

Navigate to Settings > Account Snapshot > Click on Edit snapshot

Step 2

Rename your snapshot > Click on Save


How to Delete a Snapshot

Step 1

Navigate to Settings > Account Snapshot > Click on Delete snapshot

Step 2

Confirm by clicking on OK

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.