Can I assign activities to a group of users?
No. Currently, you cannot assign a task/event to group of users.
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Assign Group
Assign Users to Group After creating a new group, you can associate members with the group. As mentioned above, group members can be users, roles, roles & subordinates or other groups. After assigning group members you can share the CRM data among ...
Assign Roles to the Users
After creating roles, you can assign them to the users in your organization. A user with an Administrator profilewill have access to all the data irrespective of the role assigned to the user. To assign roles to the users Click Setup > Users & ...
How to assign records to other users while importing data?
In XLS or CSV file, ensure that users' CRM ID is specified so that the records will be automatically assigned to the corresponding users. Please note that, records with blank values for CRM ID will be assigned to the person who imports the data. In ...
Activities
An important aspect in Client management system is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and ...
How do I import records and assign it to other users in my organization?
You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...