How to View the Notifications in CRM

Overview:

This article outlines the procedure for accessing our notifications within the 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. Locate the bell icon on the upper right part of the screen, just beside the plus (+) sign. This is where you can view all your notifications in CRM.

6. Click the bell icon to open your notification list.

   • When you have a notification awaiting your attention, the bell icon will display a number, indicating how many new notifications you have.