Sales Hub Tools

KS_03
Miembro

Can I change who is assigned to an activity?

resolver

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!

0 Me gusta
1 Soluciones aceptada
CateDuarte
Solución
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

Can I change who is assigned to an activity?

resolver

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,  

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

Ver la solución en mensaje original publicado

1 Respuesta 1
CateDuarte
Solución
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

Can I change who is assigned to an activity?

resolver

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,  

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com