How to Assign Bulk Emails in CRM

Overview:

This article provides the step-by-step process on how to assign bulk emails 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, navigate to Bulk Emails under the Extensions section in the sidebar menu.

6. By default, you will be in the Active Bulk Emails view.

7. Locate the bulk email you wish to assign by using Filter By or the Quick Find icon.

8. Once located, tick the checkbox next to the name of the email to confirm selection.

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

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

11. Enter the email address of the User or Team you wish to assign the bulk emails to.

12. Click Assign to transfer ownership of the bulk email.