How to Assign an Activity in CRM

Overview:

This article provides a step-by-step guide on how to assign a specific activity to another user or team in X4A CRM. 

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 CRM sidebar menu, under My Work, select Activities.
6. From the My Activities drop-down, choose the appropriate view (e.g., All Activities, Closed Activities, etc.).
7. Search for the specific activity using Filter by or the Quick Find bar.
8. Once located, tick the checkbox next to the activity name to select it.
9. Click Assign in the command bar.
10. In the Assign To field, select User or Team.
11. Enter the name or email address of the user or team in the User or Team field.
12. Click Assign to complete the process and transfer ownership of the activity.