How can I edit an existing Lead Event Action?

Modified on Fri, Mar 27 at 3:07 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admin/Branch Manager users can edit an existing Lead Event Action.
Location in Ricochet: Configuration -> Event Actions

Description

The instructions in this article require Branch Manager permission or above

Admin/Branch Manager users can modify an existing Lead Event Action by navigating to Configuration → Event Actions and updating the selected action.

Resolution

To edit an existing Lead Event action, navigate to Configuration --> Event Actions and click Edit for the Lead Event action you wish to modify.

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.