Overview:
This article provides instructions on how to unpin items or activities in CRM. Unpinning helps declutter your workspace by removing shortcuts to items you no longer need quick access to.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
Click Pinned in the Xvantage CRM sidebar menu.
Find the pinned item or activity you want to unpin.
Hover your mouse over the left side of the item— a remove pin icon will appear. Click on it to unpin the item.