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(New UI) Edit a portfolio

Beta feature

NOTE
To edit the settings for multiple portfolios at once, see “(New UI) Bulk edit portfolio settings using bulksheet files.â€
  1. In the main menu, click Manage > Portfolios.

  2. Select the check box next to the portfolio.

  3. In the toolbar above the data table, click Edit Edit.

  4. Edit the portfolio settings.

    For more information about the portfolio settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.

  5. Click Review and Save.

  6. Review the settings and make changes as necessary, and then click Save.

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