Call Management

Update a Call

Updating a task allows you to make changes to existing information, ensuring that your task management remains accurate and up-to-date.

1. Go to the Calls Page.

   Navigate to the main dashboard and click on the Call section to view all existing tasks.

   

2. Click on the three dots (action menu), and then select the Edit button.

   

3. Save the Updated Call Information.

   After making the necessary changes, click the Log Call button to save your modifications.

   

Remove the Old Call Information

To delete call information from a task, follow these steps: Find the call from which you want to remove. Click on the three dots (action menu) and select the Delete button.