Can I change who is assigned to an activity?

KS_03 — Fri, 31 Mar 2023 14:50:48 GMT

I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal.

Thanks in advanced!

Re: Can I change who is assigned to an activity?

CateDuarte — Fri, 31 Mar 2023 15:27:01 GMT

Hi @KS_03 it depends on the activity you are trying to log.

Notes and logged calls are user generated so you can't change the user.

Tasks are assigned to a user and the assignee can also be changed after the task has been created.

Hope this helps, following what I have understood from your post.

Thank you,

topic Can I change who is assigned to an activity? in Sales Hub Tools

Can I change who is assigned to an activity?

Re: Can I change who is assigned to an activity?