Overview:
This guide explains how to access the Opportunity Dashboard option in Xvantage 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 the ellipsis icon (⋮) on the command bar.
Click Open Dashboards.