How to Edit Lead Filters in the Read Only Grid View in CRM

Overview:

This article provides a step-by-step process on how to edit lead filters in the read only grid view in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates 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 the CRM sidebar menu, navigate to Sales and select Leads. 

6. By default, the My Open Leads will display. You can change the view to All Leads to display the complete list of leads.

7. It is best that you are in Read Only Grid View to expand the information displayed. If not, click Show As then Read Only Grid at the command bar.

8. Click Edit Filters located on the right side.

9. The Edit Filters: Leads panel will appear on the right side.

10. To modify filters:

    • Click the Value drop-down to add a new option

    • Click the X icon to remove a selected value

    • Click Add to insert a row, group, or related entity.

11. Click Apply to save your changes or Cancel to discard them.