Question

I need to assign a specific task to another group member every time a lead is completed.

  • 21 April 2024
  • 0 replies
  • 2 views

I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.


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