Task/Lead Delegation is the pool of tasks/leads where you can put (a) task(s) or (a) lead(s) out for other colleagues to pick up or where you can pick up one yourself.

  • In order to put a task/lead in there, from task/lead screen, choose delegate and leave the unit and user field blank and click done
  • In order to pick up a task/lead from the delegation, click on 3-dot action button on list view or detail view, choose Assign to me
  • In order to assign a task/lead to another user, click on 3-dot action button on list view or detail view, choose Assign and follow the instruction.