How can I share a task?

You can share a task with your sales team within the "Activities".

Share a Task

  1. Click on “Activities” to open your activity box.
  2. Click and select the particular task you need to edit (it’s detail window will show-up at the bottom of the activities box).
  3. Within the Task Tools bar, click on the “Open” button.
  4. Find the option "Watchers" and write the name an individual person or a sales unit with whom you would like to share your task.
  5. Click on the "Save" button to finish.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request