How to Navigate Sales Activity Dashboard in CRM

Overview:

This article guides users on how to navigate the dashboard in X4A.

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, go to My Work and select Dashboards from the side menu.

6. The default dashboard, Sales Activity Dashboard, will be displayed.

7. You will see an overview of your Open Opportunities, Goals for this period, Open leads, Closed Opportunities and Activities.