How to Change the View of Opportunity Service Categories in CRM

Overview:

This article explains how to switch between available views in the Opportunity Service Categories section of Xvantage for Associates (X4A) CRM to display different sets of records, such as active or inactive opportunity service categories.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to Opportunity Service Categories under the Sales section.

6. By default, the Active Opportunity Service Categories view is displayed unless a different view has been set as your default.

7. To switch to another view:

   • Click the current view name at the top of the page.

   • Select the desired view from the dropdown menu.

   • The records are automatically refreshed based on the selected view.

8. To change the view, click the current view name and select a different option from the drop-down menu based on your needs.

9. The selected view is applied, and the Opportunity Service Categories list is updated to display the corresponding records.

Example: To display inactive records, select Inactive Opportunity Service Categories from the view dropdown menu.