- Navigate to the profile you would like to back date an activity for
- Click the Activity button
- Click Log Activity
Not sure what each tab does? Click HERE to learn more.
- 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 Inquiry Activity
- Click Add New in the top right of the page
- Click Prospect
- Fill out the New Prospect form and at the bottom of the form, click the Date field
- Choose the Date when the Inquiry occurred and click the Blue Check mark button
- Click +Add