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How do I assign one activity, eg. follow up of calls, to multiple users?

April 26, 2017activity assign Follow Users

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How do I assign one activity, eg. follow up of calls, to multiple users?

1 Answer

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When you schedule an activity, it can be scheduled for either groups of users or groups of contacts….just select the Users tab to schedule for more than one user…..OR the Group Schedule tab to schedule for more than one contact.