How to View Sales Operation Codes Information in CRM

Overview:

This guide explains how to locate and view Sales Operation Code records in CRM.

Note: This functionality is intended for Business Admins.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for 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, select Sales Operation Code from the Extensions sub-menu.

6. Ensure the view is set to Active Sales Operation Codes Configs to display active records.

   • To view inactive records, select Inactive Sales Operation Codes Configs from the view selector.

7. Locate the Sales Operation Code record using Filters or the Quick Find search bar.

8. Click the Name of the Sales Operation Code record to open it.

9. Review the available information, including:

   • Name

   • Owner

   • Country

   • Operation Field

   • ERP Values

   • Description

   • Comment