Siebel 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 might 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, then the 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.

Reassigning or Removing Ownership of an Activity Using Employee Field

Complete the following procedure to reassign or remove ownership of an activity using the Employee field.

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

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

Assigning an Activity Using Assignment Manager

Complete the following procedure to assign an activity using Assignment Manager.

To assign an activity using Assignment Manager

1. Navigate to the Activities screen, then the Activity List view.
2. Select the activity that you want to reassign.
3. In the form, click the menu button and choose Assign.
4. Use the Employees dialog box to select an employee to assign the activity to.

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