Editing CS Activities

You can edit CS activities in one of the following ways:

• From Activity Tracker
• From the CS Activities tab

Note:

• To edit the Contact and Type fields, you must edit CS activities from Activity Tracker.

• Customer Success Managers can edit CS activities from Activity Tracker if the administrator has assigned the Account Layout page layout to the Customer Success Manager profile in the Account object.

Editing CS Activities from Activity Tracker

To edit a CS activity from Activity Tracker:

1. From the App Launcher, navigate to the Customer Success Management Workspace.
2. Click the Activity Tracker subtab.
3. Click next to the activity that you want to edit, then click Edit CS Activity in the drop-down list. The Edit CS Activity window displays.
4. Edit the information you want.
5. Click Save.

Editing CS Activities from the CS Activities Tab

To edit a CS activity from the CS Activities tab:

1. From the App Launcher, navigate to the CS Activities tab.
2. Do one of the following:
• Click next to the activity that you want to edit, then click Edit in the drop-down list.
• Click the activity that you want to edit, then click Edit on the CS activity's record page.
3. Edit the information you want.
4. Click Save to save this CS activity or Save & New to save this CS activity and create a new one.