Plans change, and tasks often need quick updates. Salesgear lets you edit task details so nothing falls through the cracks.
You can update a task’s due date, time, and notes at any time.
✏️ Editing a task
Open Tasks from the left navigation.
Find the task you want to update.
Click the three-dot menu next to it and select Edit.
In the task window:
Update the Due on date or time
Edit the Notes if needed
Click Update task to save your changes.