Topic: Team and HR
Assign, share and send records to your team
Give a lead or contact to a teammate, share it, or send it to a person or a whole position.
Watch the video
What you will learn
- How to assign a lead and its follow-ups
- How sharing works and where shared records show up
- How to send to a person or a position, and how to accept, decline or claim
- How to move many records at once, or the open work of someone who left
Step by step
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Step 1: Assign a lead
On a lead, open Owner and sharing. Click Assign, pick a person, and keep the follow-ups box checked. The owner changes now. Only owners and office staff can assign.
Step 1 screen, from the demo account. -
Step 2: Share a contact
Contacts shows each owner. Click Owner and sharing, then Share. The owner stays the same. Pick Can work on it or View only. They find it under Shared with me.
Step 2 screen, from the demo account. -
Step 3: Send to a person
Send hands it to one person with a note. It waits under their Waiting for me. Accept makes them the owner. Decline leaves it with you.
Step 3 screen, from the demo account. -
Step 4: Send to a position
You can also send to a role, a department, or a job title. The first person to click Claim it in their Team queue becomes the owner.
Step 4 screen, from the demo account. -
Step 5: Assign in bulk
To move many at once, open Assign in bulk on Handoffs. Check the records, pick the new owner, and click Assign the checked records.
Step 5 screen, from the demo account. -
Step 6: When someone leaves
When someone leaves, open Reassign from a person. Pick who left and who takes over, then click Move their open work. Only their open work moves.
Step 6 screen, from the demo account.
Transcript
Some work needs another person. This lesson shows how to assign, share, and send records, and move the work of someone who left.
On a lead, open Owner and sharing. Click Assign, pick a person, and keep the follow-ups box checked. The owner changes now. Only owners and office staff can assign.
Contacts shows each owner. Click Owner and sharing, then Share. The owner stays the same. Pick Can work on it or View only. They find it under Shared with me.
Send hands it to one person with a note. It waits under their Waiting for me. Accept makes them the owner. Decline leaves it with you.
You can also send to a role, a department, or a job title. The first person to click Claim it in their Team queue becomes the owner.
To move many at once, open Assign in bulk on Handoffs. Check the records, pick the new owner, and click Assign the checked records.
When someone leaves, open Reassign from a person. Pick who left and who takes over, then click Move their open work. Only their open work moves.
Nobody gets an email or a text. Pick any lesson from the Tutorials page.
Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.