How to Assign a Business Plan in CRM

Overview:

This article explains how to assign ownership of a Business Plan to another user or team in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Extension > Business Plans.

6. By default, the page opens in the Active Business Plans view, unless your default view has been modified.

7. Locate the Business Plan you want to assign using the Filter By field or the Quick Find search option.

8. Select the checkbox next to the Business Plan to select it.

9. In the command bar, click Assign.

10. In the Assign Business Plan window, choose User or Team in the Assign To field.

11. Search for and select the user or team that you want to assign the Business Plan to.

12. Click Assign to transfer ownership of the Business Plan.

Note: Once the assignment is completed, the selected user or team becomes the new owner of the Business Plan.