Create, edit and delete an action
Create a new action
- Go to Sales & Marketing > Actions.
- Click New Action.
- Type in Subject and select Responsible person.
- Add other necessary information and click Save as new.
Edit an action
- Go to Sales & Marketing > Actions.
- Edit an account either by:
- Click on the action and in the summary view click Edit or
- Click the pencil icon of the action you want to edit.
- After you have done the changes, click Save.
Delete an action
- Go to Sales & Marketing > Actions.
- Delete an action either by:
- Click on the checkbox of the action you want to delete and click Delete or
- Click the Subject of the action and in the summary page click Delete.
Note: Deleting requires separate access rights. If any on-going activity is related to the action it is not allowed to be deleted.
