(New UI) Edit a portfolio
Beta feature
- To edit the settings for multiple portfolios at once, see “(New UI) Bulk edit portfolio settings using bulksheet files.”
- To quickly rename a portfolio without opening the full portfolio settings, see “Rename a portfolio.”
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In the main menu, click Manage > Portfolios.
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Do either of the following:
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Hold the cursor over the portfolio row and click
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Select the check box next to the portfolio. In the bulk actions toolbar, click
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Edit the portfolio settings.
For more information about the portfolio settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.
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Click Review and Save.
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Review the settings and make changes as necessary, and then click Save.