How to Deactivate an Account Profile in CRM

Overview:

This article provides the steps on how to deactivate an account profile 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. Select CRM from the Sales sub-menu.

5. In CRM, click Account Profiles under Extension in the sidebar menu.

6. Search for the account profile you want to deactivate using Filter by or the quick find icon.

7. Once located, tick the checkbox beside the account to select it.

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

9. A pop-up message will appear for confirmation, click Deactivate. 

10. The business plan will automatically be moved to the Inactive Account Profiles listing.