You can edit or rearrange the Actions in your Action Plan anytime. This can be done in “CRM”, and then “Action Plans”.
Once you’re in, click on “Edit” (under Actions) next to the Action Plan you want to edit.
You can change the information you want to change here.
Click anywhere on the action, or click the arrow all the way to the right, to expand the information for the action.
When an action is expanded, you have the ability to change the “Status” of an action once it has been saved. If the “Status” is Active, it means that the action is actively included in the Action Plan.
If an action is marked Disabled, then it will be placed under a section called “Inactive Actions” and will be highlighted in grey. This means that the action will not be required in the Action Plan. (Note: You can always make the action's Status Active again).
You can also rearrange the order of the tasks in your Action Plan by clicking the cross-arrow icon to the right of the task and dragging it to the position you want it to be in.
Note: The “X” on the actions will only appear if an Action Plan has not been saved for the first time yet. Once the Action Plan is saved, actions cannot be removed from the plan. As mentioned above, you may choose to disable actions that you no longer wish to use by changing their "Status".
Remember to click “Save” when you’re done.
