This article will walk you through bulk assigning tasks from one staff to another.
Step 1 - Access Bulk Assign Task Tool
Navigate to Tools > Tasks > Bulk Assign Tasks.
Step 2 - Using the Tool
From - Select from the drop down the staff member we want to take the tasks from.
To - Select from the drop down the staff member who needs to be assigned the tasks.
Task Type - Choose if re-assigning tasks from Prospect, Members/Customers or Both.
Click Bulk Assign to complete the process.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Tools: Can access tools
- Tools: Can access tasks tool