How to Assign an Account Profile in CRM

Overview:

This article provides the steps on how to assign an account profile to another user or team in CRM.

Process:

1. Go to My Apps and open Okta. 

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, click Account Profiles under Extension in the sidebar menu.

6. Search for the account profile you want to assign by using Filter by or the quick find icon.

7. Once located, tick the checkbox beside the account to select it.

8. The Assign icon will appear in the command bar. Click it to continue.

9. Choose User or Team in the Assign To field.

10. Enter the email address of the User or Team you wish to assign the Account Profile to.

11. Click Assign to transfer ownership of the Account Profile.