Editing an Action
- In an objective or in the actions list, click the action's pencil icon.
- The Edit Action dialog opens. Make your changes.
- Click Save.
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. |