How Do I Edit a Topic/Follow-Up?

Edit a Topic/Follow-Up

To edit a topic/follow up in atEvent you must first identify which part of the topic or follow up you wish to change. The two following examples will be addressed in this article:

  • Edit the topic/follow-up name
  • Edit the option (subtopic)

A. Edit the Topic/Follow-Up name

In atEvent there is currently no way to edit a topic name. Instead you will need to create a new topic in the company settings.

1. Go to Company Settings

1. Company Settings-Mac.fw-5

2. Select the “Field Setup” tab

2. Field Setup-Mac.fw-1

3. Select “Topics” or “Follow-Ups” tab (In this example we will create a new topic).

3. Tops-FUAs Tab-Mac.fw


4. Add a new topic by mouse-over and clicking the 3. Create New Profile Icon-1 icon at the right side of the screen.

4. Create New Topic-Mac.fw

5. Enter Label: 
   a. Enter “Company Location”
   b. Click “Save” button

5. Add Subtopic-Mac.fw

6. For the recently created Topic (Company Location) select “Add Option” by mouse-over and clicking the plus icon 5. Plus icon on the right

6. Add Subtopic-Mac.fw

7. Enter option (subtopic):
   a. Enter “Indiana”
   b. Click “Save”

7. Add Subtopic Name-Mac.fw

8. Newly created option
   a. Now appears as a subtopic. 
   b. You can edit the subtopic by hovering your mouse over the 3-dot icon at the right to                   prompt the edit icon to appear.
8. New Subtopic-Mac.fw
9. Now we are ready to import the newly-created topic into our event.
   a. Go to your event in the Events tab
   b. Select your event and click on the "Topics" tab
   c. Add Topic by mouse-over and clicking the 9._Add_Topic_Icon icon on on the right

9. Add New Topic-Mac.fw-1

10. Import topic into your event by performing the following:
   a. Click inside the blank topic label frame. A dropdown menu will appear
   b. From the dropdown menu select “Company Location”
   c. Click the “Save” button

10. Select Topic from Dropdown-Mac.fw

Your new topic is now ready to use when creating leads with the app.

B. Edit the Option (Subtopic) for Topics/Follow-Ups


1. In order to edit the option (subtopic) you can make the change in the event Topic/Follow-Up. Go to your event and select the topics tab. Find the topic that has the option (subtopic) that you want to edit.

   a. Click on the horizontal arrow to the left of the topic (Company Location) to expose any               options

1a. Click Arrow-Mac.fw

 

   b. The option (Indiana) will now display below it. 
   c. Mouse-over the 3-dot icon at the right to prompt the edit icon to appear.

1bc. Select Edit Icon-Mac.fw

 

d. Click on the edit icon 1. Edit icon

1d. Select Edit Icon-Mac.fw

2. Edit the option by the following:
   a. Change “Indiana” to “Illinois”
   b. Click “Save”

2. Change option-Mac.fw

Your newly edited option (subtopic) is now ready for use when creating leads with the app.