How to Reactivate an Opportunity Service Category in CRM

Overview:

This article provides a step-by-step process on how to reactivate an opportunity service category record 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 the CRM sidebar menu, navigate to Sales and select Opportunity Service Categories.

6. Change the view to Inactive Opportunity Service Categories by clicking the current view and selecting from the drop-down.

7. Use the filter or quick find to locate the record you want to reactivate.

8. Tick the checkbox beside the service category. You may select multiple records.

9. Click Activate on the command bar.

10. A confirmation pop-up will appear. Click Activate again to confirm.

11. The record(s) will now appear under Opportunity Service Catalog - EMEA.