Actions can be assigned to any employee that has access to the account
Open an account
Under the Navigations tab click Business Planning
Click on the Timeline or List tab
Select the action you wish to reassign
Under the Actions tab click Edit Action to open the action
In the Employee field click the drop-down arrow to select from the list of employees that have access to the account
Click the Save and Exit button to return to the account business plan
Important: The action will be removed from the original employee’s diary and will appear in the new employee’s diary.