How to Change the View in Accounts in CRM

Overview:

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

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 Accounts.

6. By default, the view is set to My Active Accounts 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. Example: You may click Active Accounts to view all active accounts, while you can select Inactive Accounts to view the inactive accounts.