Scheduling a follow-up for a colleague
Who is involved
| Role | What they do |
|---|---|
| Account executive | Schedules work for someone else on a lead. |
| Sales development rep (SDR) | Does the work and marks it done. |
Step by step
- Account executive
Opens a lead, schedules a call and assigns it to the development rep.
What they see:The call appears on the lead's timeline as planned.
- Sales development rep (SDR)
Opens their personal list of activities to do.
What they see:The call with its due date, linked to the lead.
- Sales development rep (SDR)
Makes the call and marks it done.
What they see:The activity leaves the to-do list.
- Account executive
Refreshes the lead.
What they see:The call shown as done on the timeline.
Who is told what
The assignee finds the task in their activity list; there is no separate message in CRM itself.