How to View the End User Details of an Opportunity in CRM

Overview:

This guide explains how to view end user details of an opportunity 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. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Choose your preferred list by selecting the Opportunity View dropdown menu found in the top left corner of the page.

7. From the list of opportunities displayed, you may view the end user details by clicking the topic (hyperlinked).

8. Click the End User tab. The end user details will be displayed.