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Edit Plan Instance Fields

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  1. Overview

Overview

This feature allows you to edit plan instance fields from within an individual account.

Getting Here: Click Accounts > Select an account > Plans > Select a plan

When you scroll to the plan instance fields on a plan within an account, you can click Edit to modify the plan instance fields.

editplaninstance.png

After you click Edit, you see a screen where you can change the values in each plan instance field.

EditPlanInstanceFields2.png

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