Applications Administration Guide > Activities >

Delegating an Activity (End User)

If you work as part of a sales team or you are a sales manager, you may manage other people's activities. You can delegate an activity to another member of the sales team, an employee, or a partner.

To delegate an activity

1. Navigate to the Activities screen > Activity List view.
2. Select the activity that you want to delegate.
3. Edit the Owner field, selecting the individual to whom you want the activity assigned.

To reassign or remove ownership of an activity using the Employee field

1. Navigate to the Activities screen > Activity List view.
2. Select the activity that you want to reassign.
3. Edit the Employees field, adding or removing employees as required.
4. (Optional) Designate one of the employees as the Primary.

To assign an activity using Assignment Manager

1. Navigate to the Activities screen > Activity List view.
2. Select the activity that you want to reassign.
3. In the form, click the menu button and choose Assign.

NOTE:  If the delegator uses Siebel Assignment Manager to reassign an activity, the delegator is automatically removed from the employee list.