How to Share a Business Plan in CRM

Overview:

This article provides the steps on how to share a Business Plan to another user or team in CRM.

Process:

1. Go to My Apps and open Okta. 

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, navigate to Extensions and click Business Plans.

6. Search for the business plan by using Filter by or the quick find icon.

7. Once located, tick the checkbox beside the business plan title to select it. The Share option appears in the command bar through the vertical ellipsis (⋮) icon. 

   

8. Add the user or team that you want to share the Business Plan with.

9. Grant access to the person (or teams) the record by assigning the appropriate permissions:

   • Read

   • Write

   • Delete

   • Append

   • Append to

   • Assign

   • Share

10. Once the permissions are selected, click Share to share the business plan while maintaining ownership.