How to Share Bulk Emails in CRM

Overview:

This article explains how to share a bulk email record in CRM with another user or team while retaining ownership of the record.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

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

4. Select CRM from the Sales sub-menu.

5. In CRM, navigate to Extensions > Bulk Emails.

6. By default, the Active Bulk Emails view is displayed.

7. Locate the bulk email record using Filter By or Quick Find.

8. Select the checkbox next to the bulk email you want to share.

9. Click Share from the command bar.

10. Enter the name of the user or team you want to share the record with.

11. Assign the appropriate permissions:

    • Read

    • Write

    • Delete

    • Append

    • Append to

    • Assign

    • Share

12. Click Share to grant access to the selected user or team while maintaining ownership of the bulk email record.