How to Share an Opportunity in CRM

Overview:

This article provides the step-by-step process on how to share an opportunity to another user or team in 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 the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Search for the specific opportunity using filter by or quick find.

7. Once found, tick the box beside the name/topic of the specific opportunity to confirm selection.

8. Click the ellipsis icon (⋮) from the command bar.

9. Select Share to share the opportunity to another user or team. A side panel will appear on the right.

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

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

    • Read

    • Write

    • Delete

    • Append

    • Append to

    • Assign

    • Share

12. Click Share to complete the process.