Delete Snapshots
Follow the steps below to delete a Snapshot
- Click Settings (Agency view)
- Click Account Snapshot
- Locate the Snapshot you want to delete in either the My Snapshots, Imported Snapshots or Default Snapshots tab
- Click the garbage can icon next to the Snapshot you want to delete
- Click Ok
Edit the name of Snapshots
Follow the steps below to edit the name of a Snapshot
- Click Settings (Agency view)
- Click Account Snapshot
- Locate the Snapshot which you want to edit (name) in either the My Snapshots, Imported Snapshots or Default Snapshots tab
- Click the pencil icon next to the Snapshot you want to edit (name)
- Type a new name in the Snapshot name field
- Click Save