How to Search for an Opportunity in CRM

Overview:

This article provides a step-by-step process on how to search for a specific opportunity 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. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Choose the opportunity you wish to focus on from the Opportunity List dropdown found in the upper left section of the page.

7. Use the Filter by Keyword Search Bar which is located at the upper right hand of the interface to enter the Opportunity ID – Paste the unique ID (e.g., OPP-033117473045-8E8FD).

8. Alternatively, you may click the BCN column header and select Filter by.

9. Change the condition from Equals to Contains.

10. Enter the BCN or Account Number related to the opportunity.

11. Click Apply to run the filter.

12. Matching results will be displayed.