How to Switch to Read Only Grid View in Leads Section in CRM

Overview: 

This article provides a step-by-step process on how to switch to ready only grid view in Leads section 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 Focused View.

7. Click Show As from the command bar.

8. Click Read Only Grid.

9. The view will expand to read only grid.

10. To revert to the previous view, click Show As then Focused View in the command bar.