What's new in Customer Journeys?

Connect and learn more! ×
Task Template assignment — Cloud Customer Connect
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

Received Response
23
Views
1
Comments
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!