How to Share a Lead in CRM

Overview:

This article provides a step-by-step guide on how to share a lead in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates 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 the CRM sidebar menu, navigate to Sales and select Leads. 

6. By default, the My Open Leads will display. You can change the view to All Leads to display the complete list of leads.

7. It is best that you are in Read Only Grid View to expand the information displayed. If not, click the drop-down arrow in Show As then click Read Only Grid at the command bar.

8. Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.

9. Tick the checkbox beside the specific lead. You can tick multiple selections.

10. Click Share located on the command bar. If this is not showing, click the ellipsis icon (⋮) and click Share.

11. In the dialog box, set Assign To to User or Team.

12. Input the user’s name or team on the field.

13. Grant the user or team access to the record by assigning permissions. Choose from:

    • Read

    • Write

    • Append

    • Append to

    • Assign

    • Share

14. Click Share to complete the process.