Modify Tasks from a Prospect Profile
Tasks can be edited in the prospect profile. Find the task on the top of the prospect activity history, click on thearrow next to the task, and select "edit":
A pop up window will appear that allows you to change the priority, task type, due date, due time and notes.
Bulk Modify Tasks
You can make single or bulk modifications from the 360 view or Task overview pages. The modification options include:
- Reschedule task due date
- Reassign task ownership
- Deliver Email
- Skip sequence step associated with task
- Mark Complete
- Delete task
- Export Tasks or Prospects
- Synchronize with Salesforce
- Change Task priority
From the 360 view, select the tasks you need to modify and click on the dropdown arrow next to the option to "Start Tasks":
From the Task overview page, select the tasks that need to be modified. You can reschedule tasks by clicking on the clock button, reassign task ownership with the silhouette, delete tasks by selecting the trash can, or view other options under More. The task overview page contains options that are not included from the 360 view, so we recommend making modifications from this page.