Question
- Why am I unable to edit the fields of a Task in CRM (fka Luxor)?
Answer
Securities
In order to build, view, and manage system-automated tasks in CRM (fka Luxor), you will need access to the Task Manager security group which can be found under Admin > Security Group Management > Task Manager. You can also reach out to your CRM (fka Luxor) administrator or Sales Manager who likely has access to edit the system-generated Tasks.
Tasks are to-do items for salespeople using the CRM (fka LuxorCRM) system.
Tasks can be either:
- Automated Sales Compliance Tasks
- Tasks that are manually created.
Automated (system-generated) Sales Compliance Tasks cannot be edited by the user they are assigned to.
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