Switching from One Desk to Another

Switch Desks to take over somebody else's work or monitor their progress.

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Transcript

How to Switch to Another Desk:

From the Desk pop-up, you will see the name of your Desk with a drop-down arrow at the top. When you click it, a list of all team member's Desks will appear.

Caution:

While you control your coworker's Desk when you switch, The actions you take in somebody else's Desk get recorded as your actions, i.e., sending a text message.

Pro Tip:

Use this feature to complete tasks for teammates out sick or on vacation to ensure that you never miss a lead.

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