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Siebel Sales User Guide > Activities >

Delegating a Sales Activity

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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

Navigate to the Activities screen, and in the Activities list, select the activity that you want to delegate.
In the Activity form, click the select button in the Owner field.
In the Pick Assigned to dialog box, choose the individual to whom the activity will be assigned, and then click OK.

The previous owner is removed from the activity and the selected individual becomes the new owner.

To reassign an activity using the Employee field

Navigate to the Activities screen, and in the Activities list, select the activity that you want to reassign.
In the Activity form, click the select button in the Employees field.
In the Employees dialog box, select the employee to whom the activity will be assigned.

Click New to add employees to the Employee dialog box.

Click the check box in the Primary field to designate the individual as the primary employee, and then click OK.

To remove the old owner from the activity

Navigate to the Activities screen, and in the Activities list, select the activity.
In the Activity form, click the select button in the Employees field.
In the Employees dialog box, select the old owner and click Delete.

NOTE:  If you want the application to use Siebel Assignment Manager to automatically assign a person, in the Activity form click the menu button and choose Assign. If the delegator uses Siebel Assignment Manager to reassign an activity, the delegator is automatically removed from the employee list.

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