How to Select Your View in Leads in CRM

Overview:

This article provides a step-by-step guide on how to select your leads’ view in 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. The default view is My Open Leads, unless you have changed your default view.

7. Click My Open Leads and select other views depending on your needs. You may choose Closed Leads to see leads that are already closed or All Leads to display the complete list of leads.