Sale Tasks

Jmrumer
New Contributor II

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.

1 ACCEPTED SOLUTION

baraica
Former Titan

Hi there! How are your sales tasks grouped? Have you considered exporting the pricebook to excel to make faster changes? 

Engagement Manager
ServiceTitan Community Team

View solution in original post

2 REPLIES 2

Jmrumer
New Contributor II

I had not checked the price book. That's exactly what I was looking for. Thank you!

baraica
Former Titan

Hi there! How are your sales tasks grouped? Have you considered exporting the pricebook to excel to make faster changes? 

Engagement Manager
ServiceTitan Community Team