How to Assign a Customer Survey in CRM

Overview:

This article will provide a step-by-step process on how to assign a customer survey to another user or team in X4A 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 CRM, navigate to Customer Survey and select Customer Survey from the sub-menu.

6. Use the Filter by keyword search bar or the Edit filters button to locate the Customer Survey you want to assign.

7. Once found, check the box next to the survey name.

8. Click Assign located at the command bar menu to transfer ownership of the Customer Survey.

9. In the Assign To field, change the selection from Me to User or Team.

10. Enter the full name or email address of the Ingram Micro associate or team you wish to assign the survey to.

11. Click Assign to complete the process.