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How can I assign teams to an activity?
How can I assign teams to an activity?

Decide which products each team can report on by assigning one or several teams to a product.

Marius Ekerholt avatar
Written by Marius Ekerholt
Updated over a week ago

Required User Privileges: Company Admin

The first step is to click on Manage at the bottom left corner of SalesScreen.

A menu will pop up, where you can proceed to click on Activity types under the Company headline:

Once in the Activity types Management page, click on an activity type to expand and click on the Activity to edit in the list: 

Selecting an activity will open the activity types details page.
Its content may vary depending on the type of activity you have chosen as well as the configuration of your company account. You can find a detailed list of all fields in the next section.

Once your activity settings is visible, go to Logger Settings, click on Assigned to teams and choose the teams you would want this product to be available for report. 

Note that since this operation must be done for every single product, this may become time consuming if you have many products. In this situation, we recommend that you assign products to your teams instead assigning teams to your activities.

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