How to Switch to Focused View in Leads Section in CRM

Overview:

This article provides a step-by-step process on how to switch to focused view in Leads section 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 Leads. 

6. From the command bar, click on the Show As drop-down menu.

7. Choose Focused View.

8. The Focused View is a centralized place to view all your open records that have activities that are due or pending, without having to navigate through multiple screens.