How to Assign a Connection in CRM

Overview:

This article outlines how to assign a connection to another user or team in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for 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 Xvantage CRM sidebar menu, navigate to Extensions and select Connections.

6. Search for the connection you want to assign using either the Filter option or the Quick Find bar.

7. Once the connection is located, select it by ticking the checkbox beside its name.

8. Click the Assign icon that appears in the command bar.

9. In the confirmation pop-up, set the Assign To field to either User or Team.

10. Enter the name or email address of the intended recipient in the User or Team field.

11. Click Assign to complete the process and transfer the connection.