How to View the KB Items of an Account in CRM

Overview:

This article will guide users on how to view the KB items of an account 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 Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Choose the view that you need.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, click the account name to open the account details. 

9. Click the ellipsis icon (⋯).

10. Click the KB Items from the options.

11. The KB Items Associated View will be displayed. You may click this and choose from the options the view that you need.