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Edit Plan Name

How to edit a Plan name in QuotaPath if you need to re-name your plan

Updated over a month ago

To edit a Plan name in QuotaPath, navigate to the Plans page by clicking 'Plans' on the left-hand navigation bar. Go to the Plan and click the three-dot menu to the right of the Plan name. Select 'Edit plan details', enter the new plan name, and click 'Save'.