How to Set a To-Do for a Team Member

As the team leader, you can set To-Do Reminder or To-Do plans for your team members from your team leader account.  This lesson will show you how to do that and also show you how it looks from your team member's account.   To learn more about To-Do's and To-Do plans, be sure you watch this lesson as well: https://engagemorecrm.helpscoutdocs.com/article/126-adding-to-do-reminder

PLEASE NOTE THAT IN APRIL, 2022, a New Navigation tool was added to EngageMore CRM.  Training tutorials for Teams has not yet updated. However, it's okay, don't worry!  The only thing you need to know is how to navigate to the team management tools as it is different from the tutorials.  Once you get to the team management tool area, everything else in our training is the same. 

To get to the Team Management tools, hover over the profile photo in the upper right side of the screen and click on MY TEAM.  

Then click Manage Team Settings to add or manage a team member, or sign is as your team member from this screen. 

If you have questions about team management, please contact support@engagemorecrm.com.  Thank you!