Learn how to edit value sets
In this tutorial video, you'll learn how to edit values.
First, being at the prospects and portfolios page.
Each prospect will have their own set of values. And you can see here that I have one prospect who has not completed their questionnaire. And just below another prospect that has, so you can see that with the questionnaire being completed their values appear here. The top prospect has not completed that questionnaire and their values are not showing. So let's use this top one as the example.
Clicking on the values, edit icon it brings up the seven value sets that you can choose from. So I'm going to click on a few of these.
Apply those values. And now they display here. From here I'd like to use their portfolio to run a report with those values that we've selected. Now another way that you can edit, the value set is to, from the reports page, click on select different values. From here, maybe we'll click off a couple of these.
And the new set of values is overlayed with their portfolio. Showing on this reports page.