How to Search for an Account Group in CRM

Overview: 

This article will provide users with a step-by-step guide on how to search for an account group. 

Note: This function is used by Business Admins.

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. In CRM find to Extensions in the left navigation panel.

6. SelectAccount Group from the Extensions sub-menu.

7. By default, the Active Account Groups view will be displayed.

8. Click on the Name column header and select Filter by.

9. In the filter settings, change the condition from Equals to Contains.

10. Enter the name (or part of the name) of the account group in the field, then click Apply. The matching results will be displayed.

11. Alternatively, you can use the Quick Find (search icon) at the top. Type in the name of the account group and press Enter. The results will be updated automatically.