When contacting or following up with leads manually via calls, text, or emails you can assign other team members Tasks to complete regarding any correspondence with the contact.
- Go to the contact’s detail by either clicking on Contacts or Opportunities on the sidebar menu, then click on the name in order to view their details.
- In the right side panel of the contact details page click on the Task tab.
- Click on + Add.
- Complete the required fields marked with an asterisk (*).
- Select a team member from the Assign to dropdown field.
- Finally, click on the green Save button.