How to Assign a Report in CRM

Overview:

This article provides a guide on how to assign a report in X4A CRM to another 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, go to Tools and select Reports.

6. Locate the report you want to assign by using the View dropdown menu, filter function or search bar.

7. Once located, click the checkbox next to its name.

8. On the command bar, click Assign.

9. In the assignment window, select User or Team.

10. Type the full name or email address of the Ingram Micro associate you want to assign the report to.

11. Click Assign to complete the process.