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, then you might manage the activities of other people. 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. In the Owner field, select the individual to whom to assign the activity.

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. In the Employees field, add or remove employees as required, and designate one of the employees as the primary employee.

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 cogwheel icon, and select Assign.
4. In the Employees dialog box, select an employee to assign the activity to.

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