Pass a Manual Email or Call to Another Teammate
If you have a task that you need to pass off to a teammate, or to take from them, you can do so by:
- Heading to the Tasks section in the left main menu
- Selecting one or more tasks in the list
- Clicking the reassign button at the top
That will open a modal that allows you to select who the tasks will be reassigned to:
Choose the appropriate person and click the Reassign Tasks button at the bottom and they'll be moved over!
If you're looking to reassign tasks and emails within a sequence, check out this article.