4. How to Edit a Bucket
To editOnce a bucket: is created, you may need to update its settings—whether to adjust its name, swap out the affiliate contact, or toggle its active status. Follow these steps to make edits safely without disrupting client assignments.
- to
- Edit
- a Bucket
How
1. In the left sidebar, click Buckets to view all existing buckets.
2. Click on the three-dot menu in the upper-right corner of the bucket.
2.3. SelectFrom the dropdown, choose Edit. to open the bucket’s configuration sidebar.
3.4. MakeModify the necessaryBucket changes.
Note: You cannot change the Project, Manager and Label.Details
4.In Clickthe Edit bucket form, you can update:
-
Active — Toggle on/off to enable or pause the bucket.
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Affiliate — Change who is credited for bringing in these clients.
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Name — Adjust the public-facing title displayed to your team.
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Affiliate ID — Update the tracking code if needed.
Important: The Project, Manager, and Label fields are locked once the bucket is created to preserve your routing logic and API integrations.
5. Save Your Changes
After making your updates, click Save to applyat the changes.bottom of the sidebar. You will see a confirmation toast (“Bucket Successfully Updated”) and your edits will immediately take effect.
Next Steps & Tips
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Client Re-routing: If you’ve changed the affiliate or toggled Active off, verify that any automated assignments or desk mappings still behave as expected.
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Audit Logs: Check your system’s audit trail to confirm who made the change and when—useful for compliance and troubleshooting.
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Communicate Changes: Let your team know if you’ve renamed a bucket or updated its affiliate ID so reporting dashboards and integrations remain in sync.
By regularly reviewing and updating bucket settings, you ensure your client acquisition workflows stay aligned with evolving marketing strategies and operational needs.