Where Can I Find the Add Assignee Feature?
The Add Assignee feature can be found when you view an opportunity (opportunity view), as indicated below.
How to Assign a Team Member to an Opportunity?
Click on Add Assignee.
To choose a team member, click on the dropdown indicated below. Click Submit, once you have assigned someone to the opportunity.
Note that this feature does not send any external notifications to team members that the opportunity was assigned to them. It simply allows you and your team to view and track who has opportunities assigned to them within the Citylitics Intelligence Platform.
How to Edit or Remove an Assignee?
Click on Edit as shown below.
You may edit the name of your Assignee and choose another, or you can remove the assigned team member by clicking on any of the 'x' buttons as shown below.
If you are having any challenges viewing this page, using this feature or have any questions please reach out to your Customer Success Manager or contact us at help@citylitics.com