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.
Delete Next Steps
Go to the Next Steps tab and click on the description of the Next Step you want to delete.
Click the 'Delete' button to remove the Next Step.
For additional information about how to create, edit, or manage Next Steps, please visit the following tutorials: