Getting Started

Adding and editing portfolios

Adding or editing a portfolio is a piece of cake! Go to the Portfolios menu. A list will be displayed with existing portfolios. On this screen, you can click the button “Create Portfolio” to add a new portfolio.

 

A new screen opens with an empty portfolio card. You don’t have to complete the portfolio card at once, but only some mandatory fields. Mandatory fields are the portfolio name and the segmentation fields that were configured as mandatory. You can find these in the “More info” section. Once completed, click the Save button. Now, you have created a new portfolio.

To edit an existing portfolio, go to the Portfolio List and select the portfolio in the list. Use the filters on top of the list to quickly find your portfolio. Click the portfolio name to open the portfolio card. Now, whatever change you are making, click the Save button to save your changes.