How to Deactivate Bulk Emails in CRM

Overview:

This article provides the step-by-step process on how to deactivate bulk emails 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 on the Active Bulk Emails view.

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

8. Once you’ve located the bulk email, tick the checkbox next to the name of the email.

9. Click the Deactivate button located in the command bar.

10. A confirmation pop-up will appear. Click Deactivate to confirm. The email will then be moved to the Inactive Bulk Emails section.