Editing an activity allows you to update its type, timing, and details as plans evolve, keeping your records accurate and meaningful.
Whether you're correcting a typo or updating a meeting to reflect a reschedule, editing ensures your CRM data stays aligned with reality, which is essential for visibility and forecasting across teams.
When activities are kept up to date:
Sales managers can coach more effectively with visibility into what's really happening in the field.
Forecasting becomes sharper because activity volume and cadence help signal pending revenue.
You save time and reduce friction in team collaboration by ensuring everyone sees the same information.
