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Assignment Profile

To get to the Assignment Profile page, use the following steps:

1. Find or add an Assignment: You can search for a specific Assignment using Find Assignment or Query Assignment. You can list all assignments using List Assignment. Or you can add an assignment using Add Assignment (Group) or Add Assignment (Individual).
2. Click on your desired Assignment. The Assignment Profile page opens.

The profile page holds and displays all of the critical information regarding a particular individual, organization, or item. Use the Assignment Profile page to edit the assignment, add, edit, or delete calls or tasks, and add, edit, or delete customers. You can also view move history, related opportunities, and the change log.