Modifying Steps in Ongoing Activity Plans
Viewing Activity Plan Steps
To identify which activities on a Household or Contact belong to an Activity Plan:
Open that Household or Contact’s record and go to the Activities tab. Select the All Items or Activity Plans filter.
Click the Edit button for the Activity Plan you want to modify.
Go to the Steps tab.
You can add, modify, and/or delete steps in the Assigned Steps box.
Steps listed in the Future Steps box cannot be modified until their create date arrives and they move to the Assigned Steps box.
Modify Steps:
Follow the steps above to find the steps of the Activity Plan you want to modify.
Use the Expand button then select Edit. Make any changes you intend to.
Click OK when finished to save the modified step.
Click OK again to save the Activity Plan with the modified step.
Deleting Activity Plan Steps
Deleting Activity Plan steps can be done in one of two ways:
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The same way you would delete any activity from a Household or Contact.
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From the Steps tab of the Activity Plan you can delete any steps in the Assigned Steps box.
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