How to Switch Between Dashboards in CRM

Overview:

This article explains how to switch between dashboards in Xvantage for Associates (X4A) CRM.

Dashboards provide quick access to key business metrics, sales activities, and operational data. You can switch between available dashboards to view information relevant to your role, team, or current task.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to My Work > Dashboards.

6. Choose the dashboard you want to view from the list of available dashboards.

   • By default, CRM opens the Support Tickets Dashboard unless a different default dashboard has been configured.

7. The selected dashboard loads and becomes the active dashboard for your current session.

Note: Switching dashboards does not change your default dashboard setting.

Set a Default Dashboard (Optional):

1. Open the dashboard that you want to use as your default view.

2. Select Set As Default from the command bar.

3. Confirm the change if prompted.

Note: If you switch to another dashboard without selecting Set As Default, CRM will revert to your default dashboard the next time you access the Dashboards area.Note: If you do not select Set As Default, CRM will revert to your configured default dashboard the next time you access the Dashboards area.