If there is an error in a To-do or any information about it has changed, you can always make corresponding changes.
To edit To-do assigned to a lead or contact:
- Go to section Calendar
- Open To-do line
3. Information about associated elements is displayed in the upper right corner of a To-do
4. Click on the needed To-do. Associated contact or lead will open
5. Now you can change the details of the to-do by clicking on it in the card
To-do assigned to a lead
Don’t forget to press “Done” button to save your changes.
To-do assigned to a contact
Don’t forget to press “Done” button to save your changes.
To edit To-do not assigned to a lead or contact:
- Go to section Calendar
- Open List
3. Click on the needed To-do. You can make changes in opened window with the to-do parameters.
Don’t forget to press “Done” button to save your changes.
You can also quickly edit To-dos by dragging it to special sections. This way you can change the due date and time of the to-do, complete it or delete it.
Open To-do line. Drag and drop the To-do to the section you need - all the sections will be displayed at the bottom of the page.
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