How to Change Work Area in CRM

Overview:

This article explains how to navigate and select the appropriate Work Area in Xvantage CRM. Choosing the correct Work Area ensures access to the relevant tools and functionalities for your tasks.

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 CRM, navigate to the Work Area located at the bottom of the left sidebar menu.

6. The available Work Areas include:

   • Sales

   • Service

   • Settings

   • Marketing

   • Training

   • Activities

7. From the drop-down menu, select the Work Area that is most relevant to your task. This ensures that the appropriate features and functionalities are displayed and accessible.