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How can I assign teams to an activity?

You can choose which teams are allowed to report a certain activity (for example “Car insurance sold”). If a team is not assigned, they cannot log that activity.

Written by Marius Ekerholt

What you need

  • You must be a Company Admin in SalesScreen.

Step 1 – Open Activity Types

  1. At the bottom left, click Manage.

  2. In the menu, under Company, click Activity Types.

Step 2 – Choose the activity type and activity

You are now on the Activity Types page.

  1. In the left column, click the activity type you want (for example Sales).

  2. In the middle list, click the activity you want to edit (for example Car insurance Sold or Travel insurance sold).

Step 3 – Assign teams to the activity

The activity details open on the right side.

  1. Click the Logger settings tab.

  2. Find Assigned to teams.

  3. Click the dropdown to open the team list.

  4. Select the teams that should be able to report this activity.

    • You can pick All teams.

    • Or you can select only some teams (for example Berlin, London, New York).

When you are done, click Save changes in the top right.

What happens next

  • Only the teams you selected will see this activity when they log reports.

  • If you later add new teams, you can come back to the same place and add them to the activity.

  • If you have many activities, you may want to plan which products belong to which teams so reporting stays simple for everyone.

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