How to delegate an Opportunity to a User

How to delegate an Opportunity to a User

 

  1. Create the Opportunity, for instructions on how to create an Opportunity please click the link below
    https://actcloud1.zendesk.com/hc/en-us/articles/205695109-How-do-I-create-an-Opportunity-

  2. Once the Opportunity is created you can add an Activity from the Activities tab
  3. Click the + to create an activity
  4. Fill out all fields as necessary
  5. In the Include Users field enter the team member you want to delegate the activity to
  6. Click Save when finished creating the activity
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