Edit a CRM activity

Goal

Update type, links, subject, due date, or details on an existing activity.

Who it is for

Clerk with crm.manage.

Preconditions

• Activity is visible in your actor/view-all scope.

Steps

1. Open Activities and choose the row → Edit activity (modal).
2. Change Type, Party, Opportunity, Subject, Due, Details as needed.
3. Save. Completing/cancelling is a separate lifecycle action (do not rely on edit alone to close work).

Result

List/calendar and related timelines show the updated activity.

Related

• Complete and cancel
• Log an activity