This video is part 6 of 9 in the Winning New Business training series. To continue to view the series click the next video link below. To start the series from the beginning click here.
Watch the next video: Converting Opportunities into Projects
Delegation allows you to transfer over the responsibility of an Opportunity to another User in the Account.
When you delegate an Activity, a chain is created between the Delegator and the Delegatee. As the Delegator, you can choose to be notified about any changes in relation to the delegated Opportunity.
How to Delegate an Opportunity
- Open the Opportunity and click Edit.
- Click the Delegate button at the bottom.
- A window will pop up with a drop-down menu, which will allow you to choose a User from your Account to delegate the Opportunity to. There is also a section to leave a note and a box to check off that will notify you when changes are made to the Opportunity.
- Click Delegate to save the changes.
Tip: A Smart List of Delegated Opportunities can be created to follow up in more detail on the changes made to the Opportunities. To learn more about Smart Lists, click here.