Edit Customer Action Subtype

Modules>CRM>More. . .>Find Customer Action Subtype>Find, List, or Query Customer Action Subtype>Edit - Customer Action Subtype

Edit a Customer Action Subtype when you need to make changes to an existing Customer Action Subtype.

To edit a Customer Action Subtype, use the following steps:

1. Go to Modules>CRM>More. . .>Find Customer Action Subtype>Find, List or Query Customer Action Subtype.
2. Select the Customer Action Subtype you want to edit. The Edit- Customer Action Subtype page opens.
3. Add to, edit, or delete the information on the page.
4. Click Save to save your changes and remain on the Edit - Customer Action Subtype page. Click Cancel to return to the previous page without saving your changes. Click Delete to delete the Customer Action Subtype and return to the previous page.