Overview:
This article explains how to filter and sort work items in the Sales Accelerator section of Xvantage CRM. Using filters and sort options allows you to organize your work list efficiently and prioritize your daily activities.
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 CRM's left navigation menu, click on Sales Accelerator.
Ensure you're in the My Work List view.
Click the Filter icon located at the top of the My Work List.
You can filter work items by Due Date, Record Type, and Activity Type.
To sort the list, click the Sort icon next to the Filter icon.
Sorting options include Due Date, Score, Name, Activity Type, Record Type, Sequence Name, and Order (from highest to lowest).