How to Search for a Lead in CRM

Overview:

This article provides a step-by-step guide on how to search for a specific lead in X4A CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates 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 the CRM sidebar menu, navigate to Sales and select Leads. 

6. By default, the My Open Leads will display. You may change your view by clicking My Open Leads and select from the available views.

7. It is best that you are in Read Only Grid View to expand the information displayed. If not, click Show As then Read Only Grid at the command bar.

8. Search for the lead using one of the following methods:

   • Keyword Search: Enter the lead's name or other identifying information in the filter by keyword search bar and press Enter.

   • Filter by Category: Select a column (e.g., Name or Lead ID), click Filter By, choose Contains, enter the search value, and click Apply.

9. Select the lead from the search results to open the record and view its details.