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How to edit to-dos in the opportunities screen
How to edit to-dos in the opportunities screen

Editing to-dos in the Synergy CRM add-on

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator

How to edit a to-do in the opportunities screen

  1. Select an opportunity in the CRM.

  2. Hover over an existing to-do. The to-do can be marked as complete by selecting the tick icon that appears, or you can select the to-do for further editing options.

  3. After editing the to-do, select the Arrow icon on the top-left of the sidebar to save.


Select an existing to-do in an opportunity to edit the name, start/end dates, or staff assigned.

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