Assign an Open Record

You can assign an open record to another staff member. The staff member you assign the record to will receive a notification.

1. Click the Assigned field drop-down menu. (For a contact or organization, click the Salesperson field drop-down list.)
2. Do one of the following:
   • Select a staff member from the Recent list, if any appear. Up to ten of the most recent selections are shown.
   • If you are assigning an open contact, incident, organization, or task, use the auto-complete function to quickly find a name in the list of staff members. Begin entering the staff member or group name you want to assign the record to in the search field above the list. As you type, the list of names is filtered to show only names that contain the sequence of letters you entered, and the focus is on the first name on the filtered list. Enter additional letters of the name to narrow the list further.
   Note: To manually search for a name in the list, click the right arrow next to a group or manager name to display the names below it.
3. If you are assigning an open answer or opportunity, begin entering the name of the staff member or group you want to assign the record to in the Find field below the list. As you type, the focus moves to the first name on the list that contains the sequence of letters you entered. Enter additional letters of the name to narrow the list further.
   • To find a previous matching name, click the up arrow.
   • To find the next name that matches in the list, click the down arrow next to the Find field.
   Note: List hierarchy is used in determining match precedence.
4. Do one of the following:
   • With the staff member you want to assign the record to highlighted, press the Enter key to select it.
   • Click a staff member or group name from the list to select it.

Results:

The menu closes and your selection appears in the field.