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. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

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

5. By default, it lands on My Active Contacts view. Click the arrow then select All Contacts or other view to change the view. To set as default view select Manage and Share Views located at the very bottom of the list. Click on the dots then click Set as default view for your desired view.

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

7. Click Assign.

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

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

10. Click Assign to finalize the changes.