How to Assign a Campaign in CRM

Overview: 

This article provides step-by-step instructions on how to assign a campaign to a user or team in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

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

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Campaigns.

6. By default, you will land on My Campaigns view.

7. If you need to switch views, simply click the drop-down menu and choose from other listed views.

8. Locate the campaign by using using either the Filter by keyword bar or you may also use the filter by on each category.

9. Select the campaign by ticking the checkbox beside the campaign name.

10. Click the Assign button that appears in the command bar.

11. Choose User or Team in the Assign To field.

12. Enter the email address of the User or Team you wish to assign the Campaign to.

13. Click Assign to confirm and transfer ownership of the Campaign.