Assigning Tasks to Team Members assigning-tasks-to-team-members
If you want to collaborate with other team members, assigning tasks can be a great way to coordinate your prospecting efforts.
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Click on the Command Center.
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Click Add Task.
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Select the task type.
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Give your task a name.
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Select the person on your team you want to assign the task to in the Assign Task field.
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Add the person you want to reach out to in the person field.
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Select the Due Date.
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Set the Priority.
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Add any important details that are relevant for your teammate (optional), and click Create.
