Editing Or Correcting A Task Type
This article discusses the process of editing or correcting a task type.
How do you edit/correct a task? Let's say it shows a task completed as a "call" and you need to change that to an email sent.
You can edit that by following the steps below:
1. Go to the Contacts menu option.
2. Click Manage Tasks in the sub-menu.
3. You can either search the task in the search bar to the right or find the task by filtering by user and status.
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4. Then, you can click on the "Edit task" button to the right of the task to change the task type.