Individual—Sales Assignments Child Form
Use the Individual—Sales Assignments child form to list and edit Individual Sales Assignments related to the individual whose profile you are viewing. An Assignment is a task given to an individual, organization, or group of individuals, as part of their job or as they relate to a Customer Request, e.g., sending billing information or making a thank you phone call.
Individual—Sales Assignments Child Form Information
The Individual—Sales Assignments child form displays a list of Individual Sales Assignments related to the individual whose profile you are viewing. You see the following columns on the Individual—Sales Assignmentschild form:
Column | Description |
---|---|
Assigned To | Displays the name of the asignee. |
Description | Displays a description of the assignment. |
Priority | Displays the priority of the assignment. |
Due Date | Displays the date the assignment is due to be completed. |
Child Form Icons
Use the following icons to work with child forms. Not every form will have all of the icons listed.
Icons | Actions | |
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expand/close icon to expand or close a child form. | ||
goto record icon to view that record's profile page. | ||
add icon to add a new record to the child form. | ||
edit icon to edit a record on the child form. | ||
delete icon to delete a record on the child form. | ||
grandchild form icon to expand or close a grandchild form. | ||
new window icon to open a child form in a new window. | ||
more info icon to see more information about the a record on the child form. | ||
linked headings to sort the records. | ||
refresh the data in the form. | ||
export the data to a quick report for download. |