Overview:
This article will guide you on how to utilize the filter function when navigating through the Subscription page in CRM.
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.
From the CRM’s left navigation menu, scroll down to Sales. Click Subscriptions.
The filter function is located on the right side of the page that reads as All Filter. Once clicked, an expanded window will appear on the right.
Tick the boxes that correspond to the filter that you need.
Hit Apply.
To reset the filters selected, click on Clear all.