Converting Team To-dos

You can convert a team to-do into a salesperson to-do and vice versa.

To Convert a Team To-do into a Salesperson To-do:

  1. Open the To-do List and select the team to-do you want to convert.

  2. Click To-do, Card. The To-do Card window appears.

  3. Click the AssistButton in the Salesperson Code field.

  4. Select the salesperson you want to reassign this to-do to and click OK.

  5. Confirm the subsequent message.

Note:

A notification will be sent to team members who have selected the Notify me of team to-do changes check box on their salesperson cards and have an e-mail address filled in.

When a team to-do of the type Meeting is converted into a salesperson to-do, the list of meeting attendees is copied from the team to-do attendee list. The assigned salesperson then becomes the meeting organizer, while the meeting organizer of the initial team to-do becomes a meeting attendee.

To Convert a Salesperson To-do into a Team To-do:

  1. Open the To-do List and select the salesperson to-do you want to convert.

  2. Click To-do, Card. The To-do Card window appears.

  3. Click the AssistButton in the Team Code field.

  4. Select the team you want to reassign this to-do to and click OK.

Note:

A notification will be sent to team members who have selected the Notify me of team to-do changes check box on their salesperson cards and have an e-mail address filled in.

Related Topics

Creating Team To-dos

Closing a Team To-do

Reassigning a Team To-do to Another Team


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