You can delegate a to-do to another salesperson or team, for example, if the salesperson or team to which it has been assigned cannot complete it.
You can delegate to-dos from the To-do List window. Depending on where you access the To-do List window from, the window shows to-dos for contacts, salespeople, campaigns, or teams. The following procedure shows how to delegate a to-do for a team.
To delegate to-dos
In the Search box, enter Teams, and then choose the related link.
Select the team the to-do has been assigned to.
On the Navigate tab, in the Contact group, choose To-dos.
In the To-do List window, select the to-do you want to delegate.
To open the To-do card, on the Actions tab, in the General group, choose Edit Organizer To-Do.
To delegate the to-do to another team, in the Team Code field, select the delegated team.
To delegate the to-do to a salesperson within the team, in the Salesperson Code field, select the delegated salesperson.
Note You cannot delegate a to-do to both a salesperson and a team. If you enter a salesperson code, the Team Code field is cleared. If you enter a team code, the Salesperson Code field is cleared.
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