How to Edit a Business Plan in CRM

Overview:

This article provides the steps for editing a Business Plan in CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM, navigate to Extensions and click Business Plans.
You will be directed to Active Business Plans by default.
Locate the business plan you want to edit by using using either the Filter by keyword bar or you may also use the filter by on each category.
Once located, select the checkbox next to the business plan title.
The Edit option appears in the command bar.
Click it to continue. The business plan details appear.
Make the necessary changes or add new details.
Click Save & Close to save your edits.