How to Launch Xvantage Nexus via CRM

Overview:

This article provides the steps on how you can access and launch Xvantage Nexus directly from CRM. 

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. Once directed, locate the Tools section from the left menu. Click Xvantage Nexus.

6. A new tab will open for Xvantage Nexus.