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 "Manage" 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.

Sharing.png

Sales unit

Since the 12.0. update you are able to assign a task or activity a Sales Unit. Once the sales unit is assigned, the manager of the sales unit is able to see the tasks and activities. To assign the sales unit, please proceed as following:


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. Select the appropriate "Sales Unit".
5. Click on the "Save" button to finish.

Sales_Unit.png

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