How to Assign a Lead in CRM

Overview:

This article provides a step-by-step guide on how to assign a lead in CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Leads. 
By default, your view is My Open Leads.
If you need to switch views, simply click the drop-down and choose from other listed views. You may choose All Leads to view the complete list of leads.
Note: It is best that you are in Read Only Grid View to expand the information displayed. If not, click Show As then Read Only Grid at the command bar.
Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.
Tick the checkbox beside the specific lead. You can tick multiple selections.
Click Assign located in the command bar. If it’s not visible in the command bar, click the ellipsis icon (⋮) and click Assign.
In the dialog box, set Assign To to User or Team.
Enter the email address or name of the user or team in the search field.
Click Assign to complete the process.