How do I clear a pending task from the CRM?

Clear pending CRM task

Updated over a week ago

Select the Sprocket icon to edit and complete the task, or simply clear the task. Keep in mind, all CRM opportunities flagged as Red automatically enter the CRM with a pending task. You must manually clear those tasks, once you follow up with the customer โ€” the CRM will not auto-complete those tasks for you.ย 

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