How to Assign an Opportunity in CRM

Overview:

This article provides a step-by-step process on how to assign a specific opportunity to a user or team.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates 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, navigate to Sales and select Opportunities.

6. Select the view that you need. To do this, click the drop-down and choose from the options (Example: Choose All Opportunities to view all opportunities).

7. Search for the Opportunity that you will assign to another user or team using the filter by Subject category or quick find icon.

8. Once found, open the opportunity by clicking the subject to view its details.

9. Click the ellipsis (⋮) in the upper menu.

10. Select Assign.

11. Change Assign to User or Team.

12. Enter the name or email of the associate you want to assign the opportunity to.

13. Click Assign to complete the process.