Follow

How to Customize (Edit or Remove) The Follow Up plan's Tasks

  Viewing the Plans Tasks:

Click on “Tasks” next to the respective plan. The list of tasks will appear on the right that are associated with the plan.

To Edit/Remove, click the “Edit” and “Remove” buttons.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments