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.

Item	Description
Subject*	Brief information summarizing the action
Row*	The account row that the action relates to. The Advanced Search option allows you to view details of all the accounts in the account plan and select the appropriate account.
Objective*	The objective the action is assigned to, if any. The '[Unassigned Actions]' option can be selected if you do not want the action to be associated with a particular objective.
Assigned Contact	The customer contact most relevant to this action.
Due Date	The due date for completion of the action. Tip: The action should be due after a short period (typically, two to eight weeks).
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.

3. Click Save.