How to Reactivate an End User in CRM

Overview:

This article will guide you through the steps to reactivate an End User in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for 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 Xvantage CRM, go to the Customers section and select End Users.

6. By default, you’ll see a list of Active End Users. Click on the dropdown menu to switch the list view.

7. Locate the End User you want to reactivate using either the Filter By option or the Quick Find bar.

8. Once you've found the correct End User, click the hyperlinked name under the Reseller End User Name column to view the details.

9. Click Activate on the command bar.

10. A pop-up message will appear to confirm the activation. Click Activate.

11. The status will now appear as Active, and the record will be automatically moved to the Active End Users list.