Editing an Action

  1. In an objective or in the actions list, click the action's pencil icon.
  2. The Edit Action dialog opens. Make your changes.
  3. Item Description
    Subject* Brief information summarizing the action
    Account The account the action relates to.
    Objective The objective the action is assigned to, if any.
    Assigned Contact

    The customer contact most relevant to this action.

    Due Date

    The due date for completion of the action.

    Owner*

    The owner of the action. This can be any user in the org. Unlike the owner of an objective, the owner of an action does not have to be a member of the account plan's team.

    When the owner is set, an update is posted to the plan's Chatter feed.

    Or if the owner has no access to the plan Chatter feed, it is sent to their personal Chatter feed instead.

    Status* The current completion status of the action.
    Priority* The priority level of the action.
    Comments Any necessary additional information about the action.
  4. Click Save.