Adding an existing activity to a new process

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Question

I created a new process for tracking my leads. How do I add an existing activity to it? I want my Template activity to show up in both my Jobs and Leads.

Answer

  1. Under the Job menu, choose Edit Settings...,
  2. then click the All button near the top of the settings page.
  3. In the right-most columns, you can choose which process has which activity by clicking on the Yes or No

Labels

process process Delete
job job Delete
admin admin Delete
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