Deferring or Clearing a Contact Task
Go to Dashboard>Tasks>Reviews
A drop down will then appear.
You can defer the task by selecting one of the options, or click Choose a date.
Click onto the Target/Due Date
You can then select the date you want to the task to reappear in the Reviews.
Enter your notes and click Save.
To clear a Task find your contact from the Review list.
Using the you can mark the task as Quick-Complete.