Overview:
This article explains how to access and select a Published App in Xvantage for Associates (X4A) CRM. Selecting the appropriate app ensures you are using the right environment with the relevant tools and features for your specific task.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In Xvantage CRM, select Sales located next to the Xvantage logo. A dialog box will pop up, allowing you to pick the application you wish to use.
Select the Published App that best matches your task. This ensures that the necessary features and functionalities are properly showcased and accessible.