How to Edit Columns in Opportunity Section in CRM

Overview:

This guide explains how to edit the columns in the opportunity page of CRM. By doing so, you can customize your view according to your needs.

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. On the left pane, navigate to Sales, click Opportunities.

6. My Open Opportunities is the default view of opportunities. You may opt to change it by clicking the drop-down arrow next to it.

7. Beside the opportunity view drop-down, click Edit Columns.

   An expanded window will open on the left side of the screen. By default, a list of columns appears.

8. Customize their placement by dragging them in your desired order.

9. If you want to add more columns, select Add Columns.

10. If you want to discard the changes you’ve made, select Reset to default.