Procedures

1:09

Assign Funnel Step to a Resource

You can assign a resource such as another user to a funnel item.

1. Open an Opportunity record you want to view.
2. Click the Funnel sub-tab and open the funnel item you want to assign.
3. Click the Edit icon and edit the necessary fields, including:
   • Scheduled
   • Start Date
   • Scheduled End Date
   • Assignee
   • Estimated Effort (hours)
4. Click the Save icon.