How to assign an action to another team member

Part of collaborating with your team is working together on contacts. OnePageCRM gives you the ability to assign actions from one user to another. Once an action is assigned to a user, that user will get an email notification to be 100% sure they don't miss out on it! 

In this article:
How to assign a Next Action to another user
How to assign a Queued Action to another user

How to assign a Next Action to another user

1
Hover over the Next Action → click on the  pencil icon.
2
Go to the  Assigned to  drop-down→ select new user and  Save
Note: If this user already has a Next Action assigned, it will be created for them as a Queued Action. 

How to re-assign a Next Action to another user

1

Hover over the Queued Action you want to reassign → click on the pencil icon.

2

In the Assign to drop-down select the user → Save.

NOTES
  • Once you reassign any action to a new user, they will receive an email notification of this update. 
  • You also have the option to reassign contacts along with their actions in bulk. See here.

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