How to Edit Filters in Opportunity Section in CRM

Overview:

This guide explains how to edit the filters 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. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. On the upper left corner of the screen, the opportunity viewer drop-down is available. You may opt to change it by clicking the drop-down arrow next to it.  

7. Near the opportunity view drop-down, click Edit Filters.  

8. An expanded window will open on the right side of the screen.  

9. Click the Add button to customize your view.  

10. If you want to delete a variable, click the ellipsis icon, then select Delete.

11. If you want to discard the changes you’ve made, click Delete all filters.  

12. If you want to revert to the default view, click Reset to default.