How to Locate the Customer’s Sales Representative in CRM

Overview

This article explains how to identify the correct Sales Representative using CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it. 

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Choose All Accounts – Customer Lookup 1* report.

7. In the upper righthand corner, enter the customer’s BCN (Customer Number).

8. Click the Account Name from the results list.

9. On the left side of the account page, locate the field labelled ERP Sales Manager.

10. Within this section, identify the line marked IS1.