Edit Existing Task in CRM

Title

Edit Existing Task in CRM

Description

This guide explains how to edit the existing task in CRM 


Procedure

STEP 1 - Access the Dashboard and select "Tasks".

STEP 2 - Choose the task you want to edit.

STEP 3 - Click on the "Edit" option located under the subject name of the task.

STEP 4 - Edit the task details as needed.

STEP 5 - After making the desired changes, click "Save" to save the updated task.

Video Demonstrates the Steps Above   

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