Back Dating an Activity

Modified on Thu, Mar 14, 2024 at 11:15 AM

Overview

In this article, we will review how to backdate an activity.


Back Dating an Activity Via Leads Profile

Step 1: Navigate to the profile you would like to back date an activity for and click the activity button

Step 2: Click Log Activity 

Step 3: When filling out the Log Activity form, make sure to change the Date Completed date to when the activity occurred. Click Add. 



Back Dating an Activity Via Add New Section

Step 1: Click Add New in the top right of the page and click prospect

Step 2: Fill out the New Prospect form and at the bottom of the form, click the Date field

Step 3: Choose the Date when the Inquiry occurred and click the Blue Check mark button 

Step 4: Click +Add 



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