How can I delegate a task?

You can delegate a task to anybody in your sales team within the "Activities Tab".

Delegate 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 “Reassign” button.
  4. Choose your co-worker name from the drop-down menu and click "Save".

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