In your Mutual Action Plans, beyond setting due dates, you have the capability to assign tasks to individuals, expediting your sales process. Tasks can be assigned to yourself, team members, your own company, your customer, or your customer's company. Notification emails will be automatically sent to relevant parties as the task's due date approaches, when the task is marked as complete, and when the task's due date has passed.

To assign a task within your Mutual Action Plans, click on the assignee button next to the task name and select the person you wish to assign.

If the desired assignee does not appear in the list, you can invite them and assign the task by utilizing the button that emerges below when you input their email address.