How to Change the View in My Activities in CRM

Overview:

This article provides a step-by-step guide on how to navigate the activities section to view different activity 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 CRM sidebar menu, under My Work, select Activities.
By default, the view is set to My Activities (unless you’ve already changed your default view in the past).
To change the view, click the current view name and select a different option from the drop-down menu.
- For example, you may select All Activities to view all activities, or Closed Activities to see those that have been completed or canceled.