How to View Details of a Bid in CRM

Overview:

This article provides the step-by-step process on how to view a bid’s full details in CRM.

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. From the CRM’s left navigation menu, scroll down to Sales.

6. Click Bid Tool.

7. Once directed to Bid Tool, ensure that your view is on Bid Search. The drop-down menu for views is located on the upper left part of the screen.

8. To search for bids, use the Fulltext search box or any of the drop-down menus (country, bid status, etc.).

9. To view the details of a bid, click the magnifying glass icon just beside the country column.