Geteilte Anleitung

How to set item ownership

In this how-to guide, you'll learn the process of setting item ownership within your leads management system.

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·3 Schritte·22 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn the process of setting item ownership within your leads management system. By following the steps provided, you'll be able to navigate through your workspace and efficiently assign tasks to team members, streamlining your lead management efforts.

Step-by-step Guide3 Schritte

  1. Click the BoardLeads control

    Clicking on 'BoardLeads' will take you to the corresponding leads management section, allowing you to view and manage your leads effectively.

    Click the BoardLeads control
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  2. Click the 'Click here' button

    This will initiate the action associated with the button, possibly leading you to a new task or further details related to your current Leads.

    Click the 'Click here' button
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  3. Click on Jane D

    This action selects Jane D from the suggested people list, enabling you to assign her to the 'Send email' task in the Leads section.

    Click on Jane D
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