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Deleting a task

Here's how to delete a task:

  • First, find the task in your CRM. You'll find tasks on your Workspace, Calendar, Task Report, and on individual contacts.
  • Click on the task name and select “Delete” on the right side of the dialog below “Actions.”
  • Accidentally deleted a task? An “Undo” link will temporarily appear in the lower left corner of your CRM, or learn more about restoring deleted data here.
  • Need to edit a task instead? Learn how to edit a task here.
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