You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Task Template assignment

in Sales 1 comment

Summary:

Is there a way to create a task template that assigns the task to a specific user?

Example: Sales Rep A has certain tasks that need to be performed by different users. Is there way to set up a template that creates TASK A that will automatically assign the task to User A, create TASK B that will automatically assign the task to User B?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!