Assign To-Do’s to Your Team

For our customers using the Team Functions, we have added the ability for Power Users and Independent Users to assign to-do’s to the Team Leaders and Administrators, and vice-versa.

This is a valuable feature when The Team Leader and Administrators are helping the Power User complete tasks that apply to contacts in the Power User’s database.

You will see the additional options when creating the To-Do in the “Assign to” dropdown list, and also on the Re-Assign option from the To-Do List.