How to Assign an HPE Request in CRM

Overview:

This article provides the step-by-step process on how to assign an HPE request to another user or team in 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 Xvantage CRM, navigate to HPE Requests under the Sales section.

6. By default, you will land on the Active HPE Configs view.

7. If you need to switch views, simply click the dropdown menu and choose from other listed views.

8. Locate the HPE request you want to assign to another user using either the Filter by keyword bar or you may also use the filter by each category.

9. Once you've located the request, tick the checkbox next to the Created On column to select it.

10. The Assign button will appear in the command bar. Click it to continue.

    If the Assign button doesn’t show, click the ellipsis icon and click Assign.

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

12. Enter the email address of the User or Team you wish to assign the HPE Request to.

13. Click Assign to transfer ownership of the HPE Request.