Overview:
This article explains how to assign an order in CRM to another user or team. Reassigning an order transfers ownership and responsibility for managing the order record.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Orders.
Locate the order you want to assign using the Quick Find search box or the filter by category.
Select the checkbox next to the appropriate Order ID or Order Name.
On the command bar, click Assign.
In the Assign Order dialog box, select User or Team in the Assign to field.
Enter the name or email address of the user or team to whom you want to assign the order.
Click Assign to save the change.
The selected order is assigned to the specified user or team, and ownership of the record is updated in CRM.