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KS_03
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Can I change who is assigned to an activity?

解決

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!

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CateDuarte
解決策
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

Can I change who is assigned to an activity?

解決

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

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CateDuarte
解決策
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

Can I change who is assigned to an activity?

解決

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