Step 1: Find the lead that the task or event affects. There are several options:
Option A
Start typing the child’s name or the lead’s name, phone number or email address in the upper right search bar.
Click the child’s or lead’s name when it appears.
Option B: If you’re logged into a specific location....
On the Home tab, click the “All Active” status tab.
Click the lead’s/child’s row in the resulting list.
Option C: If you’re logged into a specific location and know the lead’s/child’s current status....
On the “Home” tab, either click the lead’s/child’s status tab or click the status column in the “Active Opportunity Pipeline” chart.
Click the lead’s/child’s row in the resulting list.
Step 2: On the “Manage Lead” screen…
…if editing a TASK, under “Tasks To Do”, click anywhere on the row of the task to be edited:
…if editing an EVENT, first click the “Activities” tab and then under “Past Activities” click anywhere on the row of the event to be edited:
Step 3: Click "EDIT" the button.
Step 4: Finish your edits and then click the "SAVE" button.