How to View the Lead Details in CRM

Overview: 

This article provides a step-by-step process on how to view the lead details 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 Leads.  

6. You can change the view to All Leads to display all. 

7. It is best that you are in Read Only Grid View to expand the information displayed. If not, choose Read Only Grid from the Show As dropdown, found on the upper left corner of the command bar.

8. Search the specific lead by using filter or the quick find bar beside edit filters. 

9. Click the name of the lead (a hyperlink) to open its details.

10. The lead summary will be displayed with details such as:

    • Contact

    • Timeline