How to View Active Account Groups in CRM

Overview:

Account Groups are organized into sets of related accounts that help streamline account management and reporting. This article will provide users with a step-by-step guide on how to view account groups in CRM.

Note: This function is used by Business Admins.

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 CRM find to Extensions in the left navigation panel.

6. Select Account Group from the Extensions sub-menu.

7. By default, the Active Account Groups view will be displayed.

8. Click the Account Group Name to view the information.