How to Export End User's Open Opportunities to Excel in CRM

Overview:

This article will guide you on how to export an end user’s open opportunities to Excel in CRM.  

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, then select CRM

4. In the Xvantage CRM sidebar menu, navigate to Customers and select End Users. 

5. By default, the view is set to Active End Users in Focused View unless you’ve changed your default view. 

6. Click Read Only Grid in the command bar to expand the End User section.

7. Locate the specific end user using the quick search function or filter by.  

8. In Focused view click the end user name (a hyperlink) to open its details. In Read Only Grid select the desired end user name to see details on the right side.

9. In the General tab, look for the Related Transactions section.

10. Click the ellipsis icon (⋮) in the Related Transactions section.

11. Click Export Opportunities.

12. The file will automatically download and will be saved to your computer.