How to Refresh the Bids Section in CRM

Overview:

This article will guide you on how to refresh the Bid Tool in CRM.

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. From the CRM’s left navigation menu, scroll down to Sales.

6. Click Bid Tool.

7. From the upper right corner of the screen, near the Actions drop-down menu, you will locate the Refresh button.