You can delegate a to-do to another salesperson or team, for example, if the salesperson or team to which it has been assigned cannot complete it.
You can delegate to-dos from the To-do List window. Depending on where you access the To-do List window from, the window shows to-dos for either contacts, salespeople, campaigns or teams. The following procedure shows how to delegate a to-do for a team.
Open the Teams window.
Select the team the to-do has been assigned to and click Team, To-dos.
In the To-do List window, select the to-do you want to delegate, and click To-do, Card. The to-do card appears.
To delegate the to-do to another team, click the AssistButton to the right of the Team Code field and select the desired team.
To delegate the to-do to a salesperson within the team, click the AssistButton to the right of the Salesperson Code field and select the desired salesperson.
You cannot delegate a to-do to both a salesperson and a team. If you enter a salesperson code, the program automatically empties the Team Code field. If you enter a team code field, the program automatically empties the Salesperson Code field.
The program automatically transfers the to-do from the team to the salesperson or other team you have chosen to delegate it to.