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