12-18-2013 06:07 AM
Hi Act users,
We are new to Act and are currently using 2012, I am trying to set up multiple activities for my colleagues (in this case 'Call to sign up to the College newsletter') the way we have done this so far is to create groups for the different geographical areas, we then assigned the groups to certain members of staff and created an activity on that group.
This seemed to work, we have realised that as an example my activities will show to all staff as a + symbol in the task list, you then click on the + and that shows you all the contacts in the group, if you update one contact and close it down it closes ALL activities?
All I simply want to do is assign calls to staff so that it will appear in their own task list rather than everyone’s task list so that we can do some calls?
I have tried to find videos showing this without success and cannot see anything relating to this on the forum, as a CRM solution I know it must have this basic ability but am unsure how to achieve this.
Any help would be greatly appreciated.