How to View the Lead Summary in CRM

Overview:

This article provides a step-by-step process on how to view the lead summary 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 CRM sidebar menu, navigate to Sales and select Leads. 
6. Search for the specific lead using the filters or the search bar.
7. Click the lead name to open its details.
8. The Summary will be displayed with information such as, but not limited to:
   • Parent account of the lead
   • Lead type
   • Rating
   • Company