How to Assign a Contact in CRM

Overview:

This article provides a guide on how to assign a contact to a user or team in X4A CRM EMEA.

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.
4. Select CRM from the Sales sub-menu. 
5. In the CRM sidebar menu, navigate to Customers and select Contacts. 
6. Tick the checkbox beside the contact listing you want to assign, then click Assign atthe command bar.
7. Change Me to User or Team in the Assign To field to update the selection.
8. Enter the associate’s name or email address beside the User or Team.
9. Click Assign to finalize the changes.