Overview:
This article explains how to send a direct link to a Lead record in CRM using the Email a Link feature. The generated email includes a link to the selected lead record, making it easy to share lead information with other users.
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. Then, click the CRM quick link on the homepage.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
Note: If you have access to multiple regions, select the appropriate country from the upper-right corner of the page before proceeding.
In the CRM left navigation manu, navigate to Sales > Leads.
By default, the My Open Leads will display. You can change the view to All Leads to display all.
It is best that you are in Read Only Grid View to expand the information displayed. If not, click the Show As and select Read Only Grid at the command bar.
Locate the lead you want to share using the Quick Find search box or the available filter options.
Select the checkbox next to the desired lead.
You can select multiple leads if required.
On the command bar, click Email a Link.
If Email a Link is not visible, click the ellipsis (⋮) to display additional command options.
Outlook opens automatically with the selected lead link(s) pre-populated in the email body.
Enter the recipients, add a subject and any additional message content.
Click Send.
An email containing a direct link to the selected lead record or records is sent to the specified recipients, allowing them to quickly access the lead information in CRM.