How to Assign Activity to a Dealer

The following steps outline how to assign an activity to a dealer.
1. Click on the Dealer App.

2.Click on the New button or click on any existing dealers, so you can find the dealer detail page.

3.Then click on the Activities option from the bottom side dealer page.

4.Then, in the popup, you can select Activity Type, Due Date, any Summary/notes that you want to write, and “Assigned to” in case if you want to assign the activity to some other person.

5.Once the data is entered, click on the Schedule button to schedule the activity.