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Assigning a Smart Guide to another user

Meredith Bleak

Currently I am fielding estimate requests from our website.  In Sugar I create the estimate, email it to the customer, and then turn the estimate into an Opportunity,  From the Opportunity page, I start our Smart Guide Template that automates email follow ups and reminds our staff about tasks they need to accomplish.  However, even though I edit the Smart Guide and assign it to one of our sales people, the tasks still keep coming to me.  Does anyone know how to fix this?

I've attached a screen shot of what it looks like when I go to edit the guide.  In this one, I've already changed the 'Assigned to' from me to Ken.  However, once I click Save and check the stages in the template individually, each task is still assigned to me.

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  • 0 in reply to Frida Yngve

    Thank you Frida.  The only place I see where to change anything from 'Target Assignee' to 'Parent Assignee' is in each separate step.  I've attached a screen shot of the steps.  Once I add the Smart Guide, I click the drop down arrow next to 'Add Stage' and then the screen from my first message pops up. I select the person I'd like to assign it to, and press Save.  When I go back to the Smart Guide on the Opportunity page, I can see that the guide is assigned to the person I selected, but I'm still assigned to each task.  

    If I go into 'Configure Task' from the 'Add Stage' menu, I see where I can change the Target Assignee to Parent User from Current User, but when I selected it and went back to see, I was still assigned each task.  I clicked through all the options in the 'Assignee Rule' and that didn't seem to change it either.  Sorry, I'm still so new to Sugar and trying to figure it out.  I really appreciate your help. Blush

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