How to View Different Bid Status in CRM

Overview:

This article will guide you on how you can view bids according to their status 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. On the upper part of the screen, it displays a series of drop-down menus that optimize your bid search. Select the Bid Status drop-down.

8. You may select more than one Bid Status:

   • Not Won

   • Pending Modification

   • Incomplete Bid

   • Complete Bid

   • Auto Bid

9. If you want to select all these Bid Statuses, click Select All.

10. To remove the selection, click Deselect all

11. Click Search. The results will be displayed.