Assigning a sub-contractor to a record

Practical steps

1. 1

   Open the record. Tap Assign or the person icon at the top.

2. 2

   Search the sub-contractor list by company name first, then by person name within that company.

3. 3

   Pick the named individual who will action the record, not the company. Company-only assignments float.

4. 4

   Optionally set a due date. Default is 48 hours; trim it down if it is urgent.

5. 5

   Tap Save. Confirm the assignment notification appears in the activity log on the same record.

Key takeaways

• Always assign to a named person, never just to a company.
• Default 48-hour due dates create a culture where nothing feels urgent. Set tighter due dates.
• Check the activity log to confirm the assignment notification actually fired.