How to View Opportunity Service Category Details in CRM

Overview:

This article provides a step-by-step process on how to view an opportunity service category record in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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 Opportunity Service Categories.

6. Ensure the view is set to Active Opportunity Service Categories to display all active records.

7. Use the filter or quick find to search for the specific record you want to view.

8. Once found, double-click the record to open its details.

9. The details page will display information such as the Name, Country, and Parent Category.