How to Reactivate an Account in CRM

Overview:

This article guides users on how to view reactivate an account in Xvantage for Associates CRM.

Important: This feature is available only to Business Admins.

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 Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Ensure that your view is Inactive Accounts to view all inactive accounts.  To do this, select the view drop-down and choose from the options.

7. To find the account you need to reactivate, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, click the account name to open the account details. 

9. Click Activate.

10. A pop-up confirmation will appear. Click Activate to confirm. The account will be set to active state.