How to Assign an Account in CRM

Overview:

This article guides users how to assign an account to another user or team in Xvantage for Associates CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Active Accounts to display all accounts.
To find the account you need, click the column header and use the Filter By option or you may also use the Filter by keyword bar.
Once you locate the specific account, tick the circle beside the account name to confirm your selection. You can select multiple accounts that you need to assign.
Select Assign from the command bar.
Change the Assign to User or Team.
Input the name of the user or team on the field.
Click Assign to transfer ownership of the account to the selected user or team.