Reassigning a Team To-do to Another Team

You can reassign a team to-do to another team.

To Reassign a Team To-do to Another Team:

  1. Open the To-do Card and select the team to-do you want to reassign to another team.

  2. Click the AssistButton in the Team Code field.

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

  4. Confirm the subsequent message.


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

Converting Team To-dos

Creating Team To-dos

Closing a Team To-do