Overview:
This article provides a step-by-step process on how to log an opportunity in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Opportunities.
Click New.
Input opportunity details such as ID, status, contact, etc.
Click Save to complete the process.