How to Personalize Your Sales Accelerator in CRM

Overview: 

This article guides users through the process of configuring their availability settings in the Sales Accelerator within Xvantage CRM.  

Important: Only administrators can customize work items. To enable customization, the administrator must activate this feature. 

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 the left navigation bar, click Sales, then select CRM. 

6. In the Xvantage CRM sidebar menu, navigate to My Work and select Sales Accelerator. 

7. In the Work List section, click the ellipsis (⋮) icon and select Settings. 

8. Under Personal Settings, click on Availability. 

9. Click New to configure your calendar based on your preferences. You can adjust the following: 

   • Working Hours

   • Time Zone

10. Click Save to apply your changes.