Modifying an Activity

Kandace K

Last Update 2 jaar geleden

Modify PhoneRaise Activities to change the activity type or due date of an existing Activity record.


To modify a PhoneRaise activity


  1. Log into your PhoneRaise account.

  2. Click on the CAMPAIGNS tab.

3. Locate your campaign and click on VIEW.

4. Click on the ACTIVITIES sub-tab.

5. Select the Activity by clicking on the checkbox, and then click EDIT.

Select multiple checkboxes to bulk modify Activities.

6. Select a new activity by clicking on the ACTIVITY drop-down menu.

NOTE: If only the DUE DATE must be modified, then the ACTIVITY drop-down menu can be left unchanged.

7. Select a new DUE DATE by clicking on a date in the calendar pop-up or manually type the date.

NOTE: If only the ACTIVITY must be modified, then the DUE DATE field can be left unchanged.

8. Click on SAVE to modify the Activity.

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