How can I assign teams to an activity?

  • Updated

 


Article Overview

This guide for Company Admins explains how to edit activity types in Amplify and assign them to specific teams, including navigating the management interface and adjusting logger settings.


The first step is to click on Manage at the bottom left corner of SalesScreen. A menu will pop up, where you can proceed to click on Activity types under the Company headline:

Screenshot 2024-02-26 at 2.45.04 PM.png

Once in the Activity types Management page, click on an activity type to expand and click on the Activity to edit in the list: 

Screenshot 2024-02-26 at 2.46.27 PM.png

Selecting an activity will open the activity types details page.
Its content may vary depending on the type of activity you have chosen as well as the configuration of your company account. You can find a detailed list of all fields in the next section.

 

Once your activity settings is visible, go to Logger Settings, click on Assigned to teams and choose the teams you would want this product to be available for report. 

Screenshot 2024-02-26 at 10.50.57 PM.png

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request