How to Use Lead Filters in the Focused View in Leads in CRM

Overview:

This article provides a step-by-step guide on how to use lead filters within the Focused 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. In the Focused View, click the Filter (funnel icon).

7. Use the available filter options to refine your search results.

8. Click Apply to display leads that match your selected filters.