Sending Desk Items to Other Coworkers' Desks
Quickly alert others about any activities in leads, i.e., text, etc.
Transcript
How to Send Desk Items:
1. Open up the individual lead's page.
2. Hover over the item you would like to assign (i.e., chat or SMS). Once you bring your mouse over one of the items, icons will appear on the right-hand side.
3. Select the second one from the top to send the item.
Caution:
If you send an activity to someone else's Desk and they already have that specific item in their inbox, it will get moved to the top of their Desk.
Pro Tip:
You can send activities to coworkers all at once by selecting multiple users.
