Edit ToDo Items

You can edit ToDo items from the Client Profile page or the Today tab.

From the Client Profile Page

1. Go to the Client Profile page of a lead.

2. In the Activity section of the Client Profile page, look for the ToDo item you want to edit. You may need to click on the white triangle icon to view the entire activity list.

3. Bring your cursor over the ToDo item and a small blue triangle icon will appear. 

4. Click on the small blue triangle icon, then select Edit.

5. Make edits as needed and click Save.

From the Today Tab

1. Go to the Today tab.

2. Bring your cursor over the  ToDo item and a small blue triangle icon will appear. 

3. Click on the small blue triangle icon, then select Edit.

4. Make edits as needed and click Save.