How do you assign an entire task list?
Once a lead is generated I assign it to a specific sales rep in the form fields and then insert a “sales cycle” template with many to-do’s in it. In the template I leave the “assigned to” blank so that I can assign the tasks to a specific sales rep once that info is known.
So…how do I assign the entire task list to my sales rep? Do I have to go into each task in the list and assign it individually?
