Now, tasks and meetings will automatically be assigned to YOU by default.
Here's how it works:
When adding a new task or meeting in the CRM, the Assign To field will be pre-populated with your name (unless you're on an Enrollment Team; in that case it'll default to the center director).
This saves you from having to search for and select yourself each time.
The Assign To field will default to you but you can still change it if needed.
Benefits:
Tasks and meetings instantly assigned to you
Avoid wasting time searching long assignee lists
Streamlined task and meeting creation
Simplified workflow for non-Enrollment Team staff
With automatic self-assignment, creating new tasks and meetings is faster and easier. Let us know if you have any questions!