How to Select Your Default View in Accounts in CRM

Overview:

This article provides a step-by-step process on how to select your default view when you navigate to Accounts in Xvantage for Associates 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 Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Your default view would be Accounts I Follow – EMEA Layout.  Click the view dropdown menu.

7. Then, select Manage and share views.

8. A panel will show up on the right side. Select the view you wish to make default and click the ellipsis icon next to it.

9. Click Set as Default View.

10. Finally, hit Apply.

Note: The selected view will now automatically display each time you access the Accounts section.