How to Create a Chart for Order Products in CRM

Overview:

This article provides the steps on how you can create a chart for an order product in CRM.

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. From the CRM’s left navigation menu, scroll down to Sales. Click Order Products.

5. Just below CRM’s banner, you will see the Show Chart button.

6. Once clicked, a side expanded window will appear. Click the ellipsis button then select +New.

7. You will be directed to a new tab where you can start creating a chart.

8. Once done, click Save and Close.