Overview :
This document includes steps on how to check the opportunities pipeline using the timeline picker in Xvantage for Associates.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Ensure that you are in the Sales Workspace. If not, click the drop-down beside Edit Layout and choose Sales Workspace.
On the Xvantage homepage, go to the Opportunities section.
Click the Opportunities to view your open opportunities.
A pop-up window will appear with the following information:
Topic
Account ID
Est. revenue
Country
Est. close date