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Delegating Activities in Sales Handheld
If you work as part of a sales team or are the manager, an important part of managing your activities includes managing other people's activities. When an activity needs to be performed by someone else, you can reassign or delegate it to an employee.
To delegate an activity
- Navigate to the Activities screen.
The My Activities list appears.
- In the My Activities list, find the activity that needs to be delegated.
- From the Show drop-down list, select Employees.
- In the Activity Employees view, tap the Employees list to select it, and then tap the New Record button.
- In the Add Employees list, select the employees to whom the activity will be assigned.
- To make an employee the primary for the activity, tap the Primary field to display a check mark.