How to Filter by Activity Type in CRM

Overview:

This article provides step-by-step instructions on how to filter the activities by activity type. This will help the user manage the activities that need to be completed or updated.

Process:

1. Go to My Apps and open Okta. 
2. In Okta, search for Xvantage for Associates(X4A) 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 CRM sidebar menu, under My Work, select Activities.
6. Make sure your current view is set to All Activities. This ensures you can see all available activity records.
7. Below the All Activities view, locate the Activity Type drop-down filter.
8. Select the activity type from the drop-down. This will help the user manage activities that need to be completed or updated.