How to Add CRM Link to Your Home Page in Xvantage for Associates

Overview:

This document includes steps on how to add a CRM link to your home page in Xvantage for Associates (X4A).

Process:

1. Go to My Apps and click Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. From the home page, click Edit Layout.

4. Click Customize.

5. Select Quick links from the menu.

6. Click the CRM toggle option to enable it.

7. Close the menu and then click Apply layout. 

8. A CRM option is available on your home page, and you can access the engine directly from it.