- Click the 'Activity Menu' link
- Click the 'Convert to other Activity type'
- Review the message that is displayed -
Because different activity records typically have different 'stats', it is necessary to delete the stats associated with the record. Click 'Yes' to continue, or 'No' to cancel the process.
- Select the new activity type
- Click the 'Save and Close' button
Modified on: Fri, 5 Oct, 2018 at 7:46 AM
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