If you're unable to locate a team member in the dropdown while trying to assign a CRM task, here are some common reasons and steps to help you resolve the issue:
1. The Team Member Is Not Yet Invited to Your Workspace
For a team member to appear in the task assignment list, they must first be invited to your workspace.
To invite a team member:
Go to Settings > Members.
Click on Invitations.
Enter the team member's email address and send the invitation.
Important: Once the team member accepts the invitation, make sure to update the task configuration (see Step 2 below) so they can receive CRM tasks.
2. CRM Task Configuration Is Not Set Up for the User
After adding a new user to the workspace, it's necessary to configure CRM tasks to link them with the system.
To set up CRM task assignments:
Go to Settings > Integrations > Tasks.
In the CRM tasks section, locate the Pulse360 user dropdown.
Select the newly added team member's name from the list to match them with the appropriate CRM user.
This setup ensures that the user will now appear in the task assignment dropdown.
By following these steps, your team member should now be available for task assignments. If the issue continues, please contact support for further help.