Step 1: Click Next Action Due Tile

If you wish to transfer the ownership of a CRM record and assign a recall to another CRM user or yourself, simply click the 'Next Action Due' button on a record. This button is typically located underneath the At A Glance section of a record on the main Details page. 

Step 2: Add Note for Recall

By clicking on the 'Next Action Due' button, it'll open up a text box. Here, you can add notes which will be sent with the recall, as well as styling to your message, such as bold and italics.

Step 3: Select Recall User

You can then select the CRM user you wish to send the recall to and the day you'd like the recall to appear in their to do list. Once you've selected a date, you can then view how many recalls that user has already assigned to them for that day and how many overdue recalls they have. 

Step 4: Save!

Once happy, click 'Save' and this will then send that user an email with the recall message and a link to the record. 

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