📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
To edit or delete an activity, go to the activities list and select the activity of interest. Then, follow the steps below depending on the action you wish to perform:
1. Editing an activity
If you want to update an activity, simply click on the “pencil” icon to open the editing window. In this window, you can modify or remove any data related to the selected activity.
(Visual example: editar-actividad.png)
When you update an activity in the CRM, you can adjust various details depending on the type of activity created. For example:
Person in charge
Date and time
Company
Type of management
Opportunity
Contact
2. Deleting an activity
If you wish to delete an activity, click on th