Reassign flow to-dos

Who can use this: Any team member

Available on: Gong Engage

Ideal for: Sales manager

Reassign flow to-dos when a team member is unavailable to keep outreach moving. You can also add contacts to a flow and assign the resulting to-dos to a specific rep.

Reassign flow to-dos to another team member

Transfer a team member's flow outreach when they go on leave, change accounts, or leave the company. Reassigning moves the flow instance and all current and future to-dos from that flow to the new assignee. One-off and Gong-recommended to-dos are not included and need to be handled individually.

Required permissions:

Reassign flows and to-dos (managers can reassign for the team members they manage without this permission)

To reassign open flow to-dos from one team member to another:

1. From the left sidebar, click To-dos.

2. (Optional) To reassign only some to-dos, apply filters on the To-dos page.

3. At the top right, click the More actions icon, and select Reassign flow to-dos.

4. Choose whether to reassign all flow to-dos or only the ones that match your current filters.

5. Select the new assignee and click Reassign.

Add contacts to a flow on behalf of a team member

Choose the flow assignee when you add a contact or lead to a flow, so the flow's to-dos go to that rep instead of you.

Required permissions:

Assign flows and to-dos to others (managers can assign on behalf without this permission)

To add a contact to a flow on behalf of a rep:

1. Open the contact or lead:

   • From person view:

     • From the left sidebar, click Engagement, and select People.

     • Click the person's name.

   • From an account:

     • From the left sidebar, click Engagement, and select Accounts.

     • Open the account.

     • Click Contacts, and open the contact.

2. Click Add to flow or Manage flows.

3. Select the flow.

4. Choose the flow assignee.

5. Click Save.

Frequently asked questions