Assign to User/Team:

You can directly assign the selected record to the User/Team.

 

As you click on that icon, the Assign to User or Team popup window will open to select the User/Team. [1]

 

After selecting User/Teams, click on the Assign button. [2]

 

Add Activity:

 

You can add the Task of selected records by clicking on Add Task icon. [3]

 

As you click on that icon, the Add Task popup window will open to insert the Task-related details. [4]

 

After clicking on Create button, Task will be added. [5]

 

Similarly, you can add the ‘Appointment’ of selected records by selecting the Appointment activity from the drop-down action.

 

 

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