Overview:
This article explains how to assign a sequence in Xvantage for Associates (X4A) CRM.
Sequences in Sales Accelerator help automate and guide sales activities by assigning a predefined series of tasks and communications to users or teams. Once a sequence is assigned, it becomes available for use with eligible records.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In CRM’s left navigation menu, navigate to Tools > Personal Settings.
Under Sales Accelerator, select Sequences.
Locate the sequence you want to assign.
Use the available search or filter options to find the sequence quickly.
Select the sequence by choosing the radio button next to its name.
From the command bar, select Assign.
In the Assign To field, choose one of the following options:
User to assign the sequence to an individual associate.
Team to assign the sequence to a team.
Enter and select the name or email address of the user or team.
Review the assignment details and select Assign to complete the process.
The sequence is assigned to the selected user or team and becomes available for use within Sales Accelerator. Assigned users can then apply the sequence to eligible records and begin executing the defined sales activities.
Note: The sequence must be active before it can be assigned.