Procedures

1:09

Assign Funnel Step to a Resource

You can assign a resource such as another User to a Funnel Item

1. Open an Opportunity record you want to view
2. Click the Funnel sub tab and open the Funnel Item you want to assign
3. Click the EDIT icon and edit the necessary fields, including:
   • Schedule Date
   • SCHEDDATE – scheduled start date
   • ENDDATE – anticipated end date
   • Assignee – select a User from the drop down options
   • Estimated Effort (hours)
   • Status Code – Change to ASSIGNED or INPROGRESS if you are assigning this Funnel Step
   • Time Bill Category
4. Click the SAVE icon
5. To schedule this assignment at this time or add an Activity, click on the Schedule tab or Activity tab and then the ADD icon.  Complete all fields for which you have information

Note: the User who has been assigned a Funnel Step will see a Task of type “Opp Task” in their Task List