Skip to main content

How can I assign activities to a team?

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

Marie Conza avatar
Written by Marie Conza
Updated over a month ago

Required User Privileges: Company Admin

Option 1: From the Organization Page

Click on Manage at the bottom left corner of SalesScreen and navigate to Organization under the Company headline.

Once on the Organization page, navigate to the Teams tab and select your team from the available list.

Once your team is selected, click on the Logger settings tab and you will see the list of Available Activities you can assign. To assign an activity, you will click on the "plus sign" to the far right of the activity and it will move over to Activities in Team.


Option 2: From the Activity Types

Click on Manage at the bottom left corner of SalesScreen and navigate to Activity Types under the Company headline.

Once on the Activity Types page, select the activity type and corresponding activity (for example Activities > Activity-1) and navigate to the Logger Settings tab. Here you can select which team(s) can log this activity.

Did this answer your question?