How to View the End User's Open Opportunities in CRM

Overview:

This article will guide you on how you can view the end user’s open opportunities 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 Xvantage CRM sidebar menu, navigate to Customers and select End Users.

6. By default, the view is set to Active End Users in Focused view unless you’ve changed your default view.

7. Click the Focused view to change to Read Only Grid in the command bar to expand the End User section.

8. Locate the specific end user using the quick search function or filter by.

9. Select the end user name to open its details on the right side. In Focused view click the end user name (hyperlink) to open its details.

10. In the General tab, look for the Related Transactions section.

11. The Related Transactions section will present Open Opportunities, including—but not limited to—the following details:

    • Topic

    • Account

    • End User name

    • Estimated close date