Overview:
This article provides a simple tip on how you can customize your view on Bids Tool in CRM. By simply adjusting the number of entries displayed on your screen, it gives you more control over your workspace.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
From the CRM’s left navigation menu, scroll down to Sales.
Click Bid Tool.
Click the View drop-down and select Bid Review.
Click the drop-down beside Extended Search.
Select your desired number of entries from 15 to 2000.
Once selected, your view will reload accordingly.