07-05-2022 11:25 AM
Is there currently a way to edit existing Sale Tasks? I know you can set up new sale tasks within the Membership type configuration screens but I've yet to find a place to review and manage existing Sale Tasks.
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07-05-2022 11:59 AM
Hi there! How are your sales tasks grouped? Have you considered exporting the pricebook to excel to make faster changes?
07-05-2022 12:26 PM
I had not checked the price book. That's exactly what I was looking for. Thank you!
07-05-2022 11:59 AM
Hi there! How are your sales tasks grouped? Have you considered exporting the pricebook to excel to make faster changes?