How to Assign a Contact in CRM

Overview:

This article provides a guide on how to assign a contact listing to a user or team.

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 Xvantage CRM sidebar menu, navigate to Customers and select Contacts.

6. By default, it lands on All Active Contacts view.

7. Locate the contact listing you want to assign and click the ellipsis (⋮) next to it.

8. Click Assign.

9. Beside Assign to, change Me to User or Team to update the selection.

10. Enter the associate’s name or email address beside the User or Team.

11. Click Assign to finalize the changes.