How to Share a Customer Survey in CRM

Overview:

This article will provide a step-by-step process on how to share a customer survey to another user or team in X4A 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 CRM, navigate to Customer Survey, then select Customer Survey from the sub-menu.

6. Use the Filter by keyword search bar or the Edit filters button to locate the Customer Survey you want to share.

7. Once found, check the box next to the survey name.

8. Click the vertical elipsis button on the command bar and then click Share

9. In the search bar under Add user/team field enter the full name or email address of the Ingram Micro associate or team you wish to share the survey with.

10. Manage their access/permissions tick the checkbox against their name. Select one or more of the following permissions to grant:

    • Read

    • Write

    • Delete

    • Append

    • Append To

    • Assign

    • Share

11. Click Share to complete the process.