How do I assign a call list to a representative on my team?
2 件のコメント
Also - as a way to assign someone something to do (eg. follow up on lead) you can assign tasks:
https://help.salesforce.com/articleView?id=000005469&r=https:%2F%2Fwww.google.com%2F&type=1You can create your users a simple activity report of have them create their own so they can see tasks assigned to them:
https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_activity.htm&language=enAlso, upcoming tasks will show in the "My Tasks" component if you're using that.
Customizing my tasks component:
https://help.salesforce.com/articleView?id=000181965&type=1
