Stay organized and maximize productivity with efficient task management. You have the flexibility of reassigning task ownership, but the following conditions are applicable:
- The sequence is public and usable by everyone on the sales team
- Any task except email can be reassigned
Here's how you can transfer task ownership
- Go to Tasks > Choose between Calls, LinkedIn, WhatsApp, or Generic
- Select all the task(s) you want to reassign
- Click on the Reassign button > Select the New Owner
- Click on Reassign to complete the transfer of Task(s)