Crelate allows you the ability to assign ownership to jobs and contacts. You also have the ability to assign ownership to activities, even when there are multiple owners to an activity. This is to allow you the ability to give credit to all team members who assist on a task.

To set multiple owners on activity, you will add in users in the Who section:

mceclip0.png
mceclip1.png

All owners of the activity will then appear with that activity:

mceclip2.png

Additionally, you can report on activity owners.

*Please note that this is a feature available in Crelate Business or higher only.*

Instead of reporting based on the default "Created By", you can then configure the report "By Owner":

mceclip3.png
Did this answer your question?