Next Steps will help you stay organized and on top of your tasks. But what happens with plans that change? No need to worry since FreeAgent CRM gives you complete control over your Next Steps, whether you need to edit them or delete them.
Edit Next Steps
Go to the Next Steps tab and click on the description of the Next Step you want to edit.
Here you will be able to change the description, due date, assigned to, and notes of the Next Step. Other options could be available according to the Next Step type. Please note that it will not be possible to change the Next Step's type.
Once you have finished with the edits, click the 'Save' button to update your Next Step.
For additional information about how to create, delete, or manage Next Steps, please visit the following tutorials: