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  1. Assign SmartPlan Task Steps to Specific Team Member

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    under review  ·  13 comments  ·  Command » SmartPlans  ·  Admin →
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    Brooke Wiggins supported this idea  · 
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    Brooke Wiggins commented  · 

    You are not allowed to assign other team members to a smart plan other than the contact assignee or rain maker. We have TC's on our team that we use the task for and it cannot directly be assigned to them. With the occurring task throughout the transaction (re assigning a contact) in the task bar everyday is not efficient.