Delegating an Activity (End User)

If you work as part of a sales team or you are a sales manager, then you might manage the activities of other people. You can delegate an activity to another member of the sales team, an employee, or a partner.

To delegate an activity

1. Navigate to the Activities screen, then the Activity List view.

2. Select the activity that you want to delegate.

3. In the Owner field, select the individual to whom to assign the activity.