How to Delete Bulk Emails in CRM

Overview:

This article provides the step-by-step process on how to delete bulk emails in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for 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 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 delete 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 Delete button located in the command bar.

10. A confirmation pop-up will appear. Click Delete to confirm the removal.