How to Share a Campaign in CRM

Overview:

This article explains how to share a Campaign record with another user or team in Xvantage for Associates (X4A) CRM. Sharing a campaign allows others to view, manage, or collaborate on the record without transferring ownership.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM navigation menu, select Sales, then select Campaigns.

6. Locate the campaign you want to share.

   • By default, the My Campaigns view is displayed unless you’ve changed it.

   • If necessary, select a different view from the view drop-down menu (for example, All Campaigns).

   • Use the Filter by keyword field or Edit filters to find a specific campaign.

7. Select the checkbox next to the campaign record.

8. On the command bar, select Share.

9. In the Share Campaign window, search for and select the user or team you want to share the campaign with.

10. Assign the appropriate permissions for the selected user or team.

11. Select Share to save the permissions and share the campaign.