Actions may need to be changed for a variety of reasons, perhaps to assign them to a different employee, to change the due date, add customers or locations or to set a reminder.
Open an account
Under the Navigation tab click Business Planning
Click on the Timeline or List tab
Select the action you wish to edit
Under the Actions tab click Edit Action
Amend any of the fields, selecting from the drop-down menus or adding/overtyping text as necessary
Under the Actions tab click Add Customer or Add Location to add a checklist to the action
Once you’re happy with the changes, click the Save and Exit button to return to the account business plan
