How to Send a Direct Email using a Template in CRM

Overview:

This article will guide users on how to send a direct email using a template in the accounts page in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(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 the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Choose the view that you need.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Tick the radio button on the left side beside the specific account to confirm your selection.

9. From the command bar, click Send Direct Email.

   1. If the button is not visible, click the ellipsis icon (⋮) on the command bar first.

10. The Send Email will appear on the right side of the screen. Input the required information:

    • To – select records based on:

      • Selected records on current page

      • All records on current page

      • All records on all pages

    • Language

    • Template – search for the email template

11. Click Send to complete the process.