How to Access an Account in CRM

Overview:

This article guides you on how to access and view detailed information for a specific account in Xvantage 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 sidebar menu, navigate to Customers and select Accounts.

6. Your current view is set to All Active Accounts. If you’d like to switch, click the view drop-down and select the option you need.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once located, click the account name under the Account Name category.

9. You will be redirected to the account summary page, where you can view important information such as account information, customer contacts, important notes, business plans, and more.