From the User Settings > Timelines page, you can edit the timeline name (changes autosave).
If you need to adjust the timeline steps:
Click on the Edit Steps button. The system opens up the page where you added the steps. From here you can:
- Change the name of the step (changes autosave).
- Toggle a step to make it optional.
- Adjust the order of the steps.
- Delete a step by clicking on the Bin icon.
Important:
- You must close and restart the app on all sign-in devices to apply any changes to timelines.
- Timelines already used (a visitor of a particular visitor type linked to a timeline has signed in) cannot be edited. If you want to adjust this timeline, you will first need to duplicate it. Then edit the duplicated timeline.
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