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How can I assign activities to a team?
How can I assign activities to a team?

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

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 Team under the Company headline:

Once in the Team Management page, select your team in the list (for example London):

Once your team is selected, click on Activities:

The list of activities currently assigned to this team will show in the middle while the other activities (not currently assigned to this team) will show on the right side. To assign an activity to this team, click on the corresponding Plus icon:

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

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