It works the same for tasks and leads.


On web 

- Click on the ... button at the left in the list

- Select delegate

- Leave all fields empty to send directly to delegation (All users get message on the phone and can grab the new task/lead or a manager can delegate to someone)

- Select unit and user to delegate the task/unqualified deal to a specific user

- If the user that receives the task/unqualified deal accepts they become the new owner, if not the task/unqualified deal gets sent to delegation as above.


On mobile device

- Swipe left on the object and click on the plus sign

- Select delegate

- Leave all fields empty to send directly to delegation (All users get message on the phone and can grab the new task/lead or a manager can delegate to someone)

- Select unit and user to delegate the task/unqualified deal to a specific user

- If the user that receives the task/unqualified deal accepts they become the new owner, if not the task/unqualified deal gets sent to delegation as above.