Overview:
This article explains how to activate a sequence in Xvantage for Associates (X4A) CRM.
Sequences in Sales Accelerator help automate and guide customer engagement activities by defining a series of sales actions and communications. Before a sequence can be assigned and used, it must be activated.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In CRM’s left navigation menu, navigate to Tools > Personal Settings.
Under Sales Accelerator, select Sequences.
Locate the sequence you want to activate.
Use the available search or filter options to quickly find the required sequence.
Open the sequence by selecting its name.
Review the sequence details to ensure it is ready for use.
Click Activate from the command bar.
The sequence is activated and becomes available for use in Sales Accelerator. It is displayed in the list of active sequences and can be assigned to applicable records and workflows.
Note: Only active sequences can be assigned to records and used within Sales Accelerator workflows.