How do I edit a task using the Deals CRM mobile app?

The Deals CRM mobile app is available for accounts on the following plans:

  • Plus
  • Professional
  • Enterprise

In addition, the Deals CRM mobile app supports iOS 10 and higher.

You can edit contact tasks and deal tasks using the Deals CRM mobile app. In this article, we'll discuss:

How to edit a task from a contact's profile

1. From the contact's profile, tap the Contact: Tasks tab.

2. The Contact: Tasks tab will list all tasks associated with your contact. This includes contact tasks and deal tasks. Tap the task you wish to edit.

3. Tap "Edit."

4. Tap the property you wish to update and make your changes. You can also tap "Delete" to delete the task.

5. When finished, tap "Save."

How to edit a task from a deal

1. From the deal profile, tap the Deal: Tasks tab.

2. The Deal: Tasks tab will list all tasks associated with your deal. Tap the task you wish to edit.

3. Tap "Edit."

4. Tap the property you wish to update and make your changes. You can also tap "Delete" to delete the task.

5. When finished, tap "Save."

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