Cancel Task

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A scheduled task may be marked as cancelled if you or the customer were unable to meet at the scheduled time to resolve the scheduled task.

To cancel a scheduled task follow the steps given:

In the Tally.CRM screen

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The Mark as task/appointment cancelled window appears.

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The Mark as task/appointment cancelled operation window appears.

The Status of the task can be viewed in the Task Details

The Task Details screen appears displaying the Status as Cancelled.

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