How to Create a New Connection to an Opportunity in CRM

Overview:

This guide explains how to create a new connection to an opportunity in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. All Closed Opportunities for my team last 12 months – EMEA layout is the default view of opportunities. You may opt to change it by clicking the drop-down arrow next to it.

7. View the opportunity that you want to add a new connection to by clicking the topic (hyperlinked).

8. Click the ellipsis icon on the command bar.

9. Click Quick Connect.

10. Click Add Connection(s).