Edit activity

From the Analytics, Activity tab, you can open and edit some call results that your agents record. If the call result was a callback or any type of gift, those results cannot be edited.

1. From the Entity ID column, select the record you want to open.

2. Scroll down the record page until the Activity History section.

3. Expand any phone item in the history. If a call result can be edited, the pencil icon appears.

4. Select the pencil icon to edit the result.

5. When finished editing, select the save icon.

Tip: You can only change a result to the same completion status. For example, you can toggle between "No Answer" and "Left Voicemail" because both are an incomplete status. However, you cannot change "No Answer" (incomplete) to "Won't Donate" (complete).