Overview:
This article provides step-by-step instructions on how to customize the Competitors list view in CRM. By following this guide, associates can add specific columns to display relevant details for easier tracking and comparison of competitors.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM sidebar menu, navigate to Sales and select Competitors.
Click Edit Columns beside edit filters.
Select Add Column.
From the list of available fields, choose the information you want to display by selecting the relevant details.
Click Apply to save your changes.
Your Competitors list will now display the updated columns with more detailed information.