How to Share a Contact in CRM

Overview:

This article provides a guide on how to share a contact to another user or team in X4A CRM.

Process:

1. Go to My Apps and open Okta.
2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
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 left navigation menu, navigate to Customers and select Contacts.
6. Tick the checkbox beside the contact you want to share.
7. Click the ellipsis icon on the command bar.
8. Click Share.
9. Enter the associate’s name or email address.
10. Assign the appropriate permissions (Read, Write, Delete, Append, Assign, or Share) to grant access.
11. Click Share in the lower-right corner to finalize the process.