How to Change the View in Customer Survey Instance in CRM

Overview:

This article provides a step-by-step guide on how to navigate the Sales Operation Code to view different records.

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.
In the Xvantage CRM sidebar menu, navigate to Customer Survey and select Customer Survey Instance.
By default, the view is set to My Open Customer Survey Instances.
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 All Customer Survey Instance to view the Cancelled, Completed, and Open Customer Survey Instance.