Was my result saved, sent or published?
Understand what is ready and what still needs your review.
Return to the task context
Saved work and activity help you find a result again. Return to the relevant workspace and the person, listing or deal involved in the task.
Check the result’s state
An unsent draft is not a sent message. A prepared file is not a published listing. Review what the task actually produced before treating an external action as complete.
Review what comes next
Client-portal reply drafts and proposed CRM changes have their own review steps. External actions may also depend on a connected service and separately configured confirmations. Check what remains unresolved before continuing.
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If you’re still stuck, include the task, what happened and what you expected when you contact us.