How to Search for a Connection in CRM

Overview:

This article outlines how to locate existing connections in CRM using filtering options or the Quick Find bar.

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 Tools and select Connections.

6. The Active Connections view is displayed by default. To change it, simply click the dropdown menu and choose the desired list. 

7. Click on the Connected To column header and select Filter by.

8. Change the condition from Equals to Contains.

9. Enter the desired name in the provided field.

10. Click Apply to display the filtered results.

11. Alternatively, you can use the Quick Find bar to search for a connection directly.