Overview:
This document will show you how to filter and sort your search for Opportunities from My business category in Xvantage.
Process:
Log in to Xvantage.
From the left navigation menu, go to My business.
Click on Opportunities.
On the right side of the page, locate the Sort button.
When you click on it, a drop-down menu with the following options will appear:
Newest
Name AZ
Name ZA
First to expire
Last to expire
Select an option to sort your search.
Locate and press the Filters button next to Sort.
A menu will appear on the right side of the page with the following options:
Vendors
Expiration date
Opportunity type
Each of the options has a drop-down menu.
If you click on Vendors, a search bar and a list of all available vendors will appear. Search for the desired vendor/vendors or find them in the list.
Tick the checkbox in front of one or multiple vendors to use the filter.
If you click on Expiration date, a list with the following options will appear:
Today
Next 7 days
Next 30 days
Custom Range – if you choose this option, you must enter the Start and Last Date to continue.
Choose one of them to use the filter.
If you click on Expiration date, the following options will appear:
Cross-sell opportunities
End-user leads
Select one or both to use the filter.
Proceed with your search.