How to Change the Contacts View in CRM

Overview:

This article provides a step-by-step guide on how to navigate the contacts section to view different contact records.

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. In the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.
6. By default, it lands on My Active Contacts unless you’ve changed your default view.
7. To change the view, click the current view name and select a different option from the drop-down menu based on your needs.