How to Reactivate an Account Profile in CRM

Overview:

This article provides the steps on how to reactivate an account profile in CRM.

Process:

1. Go to My Apps and open Okta. 

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, click Account Profiles under Extension in the sidebar menu.

6. Your default view would be the Active Account Profiles.

7. Click the Active Account Profiles and choose Inactive Account Profiles.

8. Search for the account profile you want to reactivate by using Filter by or the quick find icon.

9. Once located, tick the checkbox beside the account to select it.

10. The Activate icon will appear in the command bar; click it.

11. A pop-up message will appear for confirmation, click Activate. 

12. The business plan will automatically be moved to the Active Account Profiles listing.