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Editing or Deleting One of Your Activities
Editing or Deleting One of Your Activities
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

Follow along with the video above to learn how to edit or delete an activity record.

If one of your activities has an error or was incorrectly input, you have the ability to edit or delete it.

To begin, first go to your Activity Log. To go to your activity log from your home screen, either:

  • Click on the hamburger menu in the upper lefthand corner and select Activity Log

  • Click on My Log next to your profile icon in the middle of the screen

Your Activity Log screen should look like the photo below. Click on the activity that you would like to edit or delete.

From this screen, you can edit:

  • The date

  • The duration

  • The activity

  • The group

You can change these aspects by clicking on their icons (for date and hours), by choosing a different option from the dropdown list (for activity), or by typing in the box (for group).

Once you have finished editing the log, select Update. The activity will now be updated.

If you need to delete the activity, you can do so on this screen as well. Select Delete Activity on the bottom of the screen.

If you select Delete Activity, you will be taken to this next screen, asking to confirm your decision. If you still would like to delete your activity, select Delete Now.

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