You can assign large tasks, composed of several to-dos, to salespeople or purchasers. Only employees recorded as salespeople or purchasers can be assigned activities.
You can assign activities from the To-do List window. Depending on where you access the To-do List window from, the window shows to-dos for contacts, salespeople, campaigns, or teams.
The following procedure shows how to assign activities from the Salesperson/Purchaser Card card. The steps are similar for contacts, campaigns, and teams.
To assign an activity
In the Search box, enter Salespeople, and then choose the related link.
In the Salespeople window, select the salesperson that you want to assign the activity to.
On the Navigate tab, in the Salesperson group, choose To-dos.
In the To-do List window, on the Actions tab, in the Functions group, choose Assign Activities. The Assign Activities wizard opens.
Fill in the fields in the wizard. The Activity Code, Date, Contact No., and Salesperson Code or Team Code fields are required.
Choose the Finish button.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |