Completing, skipping, and deleting an activity
You’re able to remove an activity from the Upcoming Activities list by Marking as complete, Skipping, or Deleting it.
From the profile
- Go to eyenquiries > Pipeline.
- Click on a child’s name to bring up their enquiry profile.
- Under Upcoming Activities in the top right, click on
next to an activity.
- Choose Mark as complete, Skip, or Delete from the drop-down menu.
If you Complete an Email activity, it will send the email template you chose when creating the activity.
From the Activities tab
- Go to eyenquiries > Activities.
- Find the activity from the list or use the Filters in the top left to narrow down your search.
- To the right of our chosen activity, click either Complete or Skip.
You cannot delete an activity from the Activities tab. This must be done through the profile.
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