4. How to Edit a Bucket

Once 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.

How to Edit a Bucket

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.

3.  From the dropdown, choose Edit to open the bucket’s configuration sidebar.

4. Modify the Bucket Details

In the Edit bucket form, you can update:
Active — Toggle on/off to enable or pause the bucket.
Affiliate — Change who is credited for bringing in these clients.
Name — Adjust the public-facing title displayed to your team.
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 at the bottom of the sidebar. You will see a confirmation toast (“Bucket Successfully Updated”) and your edits will immediately take effect.

By regularly reviewing and updating bucket settings, you ensure your client acquisition workflows stay aligned with evolving marketing strategies and operational needs.