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How To Reassign A Follow Up Activity? (KB10000082)

1. Locate on your dashboard the Follow Up Reminders View box.

2. Locate and click the activity you wish to re-assign.

3. This will take you to the related Lead, Account, Vendor, Opportunity or Support Case detail screen.

4. Scroll down to the Activities section.

5. Locate the activity you wish to re-assign in the Open Activities section.

6. Type a comment in the Results box with your reason to re-assign.  (optional)

7. Click the drop down list under Assigned To, and select the person you wish to re-assign to

8. You may also change the follow up date, follow up action and type of activity.

9. Click the UPDATE button.

10. The old activity will be logged as closed in the Closed activity section along with the result, if any.

11. The new re-assigned activity will dissapear from your Open Activities section and will appear on the assigned to person's activities.

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