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Edit Plan Name

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

Updated over 2 years ago

In order to edit a Plan name in QuotaPath, first navigate to the Plans dashboard 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 name' and then enter in the new plan name and click 'Save'.

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