How to Manage Businesses in Your Account
In this article, we will discuss the three overarching actions you can take to manage your businesses effectively.
1. Copy a Business
If you're wanting to set up a new business and have a number of strategy components that are similar, you can save time by copying a business and choosing which sections you'd like to copy with it. This feature is especially useful if you have a template business setup that you use for all your new businesses. To copy a business, follow these simple steps:
Navigate to Settings > Businesses
Click 'Copy'
Select the Business you'd like to copy
Check the sections you'd like to copy
Click 'Copy'
And just like that, you have a new business with all the selected sections copied over. This feature is a great time-saver and allows you to focus on other important aspects of your business.
2. Archive a Business
There may come a time when you no longer need a business to be active on your dashboard, but you don't want to delete it either. In such cases, you can simply archive the business. Archiving a business removes it from your dashboard, but it can be easily restored if needed. To archive a business, follow these steps:
Navigate to Settings > Businesses
Click 'View' to open a business
Scroll to Business Actions at the bottom of the screen.
Click 'Archive'
Confirm that you'd like to archive.
Tip: To view archived businesses, click the archive icon in the top right of your businesses window.
Archiving a business is a great way to declutter your dashboard and keep only the active businesses visible.
3. Delete a Business
If you no longer need a business and want to permanently remove it from your account, you can delete it. Please note that this action cannot be undone, so make sure you want to delete the business before proceeding. To delete a business, follow these steps:
Navigate to Settings > Businesses
Click 'View' to open a business
Scroll to Business Actions at the bottom of the screen.
Click 'Delete'
Confirm that you'd like to delete.
Note: After deleting a business, it won't be deleted straight away. Instead it will be flagged for deletion in 24 hours. This gives you an opportunity to cancel the request if you change your mind.
Deleting a business is a permanent action and cannot be undone once completed. Make sure you have no use for the business before deleting it.
And there you have it, the three overarching actions you can take to manage your businesses in your account. With these features, you can easily keep track of all your businesses and make changes as needed. If you have any further questions or need assistance, please don't hesitate to contact our support team.