How to Deactivate a Connection in CRM

Overview:

This article outlines how to deactivate a connection 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 Tools and select Connections.

6. Search for the connection you want to deactivate using either the Filter option or the Quick Find bar.

7. Once the connection is located, select it by ticking the checkbox beside its name.

8. The Deactivate icon will appear in the command bar — click it.

9. A confirmation pop-up will appear; click Deactivate to confirm the action.