You can close an activity when it’s complete, to keep your Upsales account up-to-date.
1. Click Sales & CRM → Tasks:
2. Hover over the Task, click the three dots and click Close:
You can close an activity when it’s complete, to keep your Upsales account up-to-date.
1. Click Sales & CRM → Tasks:
2. Hover over the Task, click the three dots (···) and click Close: