How to Launch Forecast via CRM

Overview:

This article explains how to access and launch the Forecast tool from Xvantage for Associates (X4A) CRM.

The Forecast tool provides access to sales forecasting data and related planning tools directly from CRM, eliminating the need to launch the application separately.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In CRM’s left navigation menu, navigate to Forecast > Tools.

6. The Forecast page opens.