How to Edit or Update Activity From a Contact Page in Gridlex Zip?
Published | Oct. 12, 2023, 1:50 p.m.
Welcome to our comprehensive guide on editing or updating activity from a contact page.
Every business interaction counts. Using the Activity feature in Gridlex Zip, you can seamlessly document, manage, and reference all pivotal touchpoints. From meetings to follow-ups, ensure everything runs smoothly.
This tutorial will walk you through editing or updating activity from a contact page in Gridlex Zip.
Step 1: Log in to Gridlex App Suite and click "Contacts" under the Zip section in the navigation menu.
Step 2: Click on the Contact to which you want to add edit or update activities.
Step 3: Hover over the “Activities” option on the menu bar and click “Activities List” from the dropdown.
Step 4: Click on the Activity ID you want to edit or update.
Step 5: Click the “Edit” button next to the information you want to edit or update.
Step 6: Make the required changes and click “Save” once done.
Congratulations! You have learned how to edit or update activity from a contact page in Gridlex Zip.