Skip to main content

How do I rename an Account Tree

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To rename an account tree, navigate to:

  • Reports > Report Tools > Account Trees

  • Select the Account Tree from the drop down list

  • Click ACTIONS at the top right

  • Choose Rename Tree

  • Edit the name as required, click RENAME to confirm

Did this answer your question?