You may find some users have tasks that are outdated and having been completing tasks/appointments as needed. To get rid of theses tasks, follow the below instructions. The instructions below are dependant on having the correct permissions.


Click on Tools

Task & App Search



Fill in the required filters for the salesman and Task/Appointments.





Once the results load, tick the select all box, tick the bulk trigger events box, and change the status in the change status drop down box to the required selection. Once ready click on Bulk Update and the tasks will complete(note this may take some time depending on the quantity of tasks).