Below you can find how to edit a manual Task in the To Do tab:
- In the To Do tab, navigate to the Task tab.
- Click on the ellipses button
to the right of the manual task record that you want to edit and select the option Edit from the dropdown menu.
- The Edit Follow up - <Prospect Name> window will be displayed.
- Make the changes as required and click the Save button. A confirmation message below will be displayed.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.