How to rename what if plans **AdviserGo**

To rename a what if plan which you have already set up, open the client record then click the plan name in the top right-hand corner of the screen, next to the client name. 

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This will bring up a list of the plans in the client record. Click the arrow to the right of the plan name to open that what-if plan. Then, click the plan name in the top right-hand corner of the screen, next to the client name again to bring up the list of plans. 

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Under the plan name, click Plan Details 

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In the screen which appears, edit the Name field and click Save

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Tip: If you are creating several scenarios, number them for ease of future reference.

Further reading:

How to add a what if plan in **AdviserGo**

How to delete what if plans in **AdviserGo**