Individual—Sales Assignments Child Form

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Sales Tab>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
Classic UI	Current UI
		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.