How to Access Bid Review in CRM

Overview:

This article will guide you on how to access the Bid Review 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. From the CRM’s left navigation menu, scroll down to Sales.

6. Click Bid Tool.

7. You can change your Bid Tool view from the View drop-down menu located just under CRM’s banner.

8. Bid Search is set by default. Click the drop-down and select Bid Review.

9. Your screen will load accordingly.