How to Filter Opportunity Leads in Xvantage™

Overview:

This document will show you how to view the leads of an opportunity in Xvantage.

Process:

1. Log in to Xvantage.

2. Go to My business from the left navigation menu.

3. Click on Opportunities.

4. A list with available opportunities will appear. Choose one opportunity from the list.

5. Located in the opportunity description, select the View Details button with the eye icon.

6. You will be redirected to the details page.

7. Scroll down and locate the Opportunity leads. You will find a table with all available leads.

8. You can search, filter and download available opportunity leads.

9. Press the Filters button on the right side of the screen.

10. A menu will appear on the right side of the page with either of the following options:

• Lead status

• Last transaction date

If you click on Lead status, the following options will appear. Choose one to apply the filter :

• Quoted

• Not quoted

12. If you click on Last transaction date, the following options will appear:

• Last 90 days

• Last 180 days

• Last 365 days

• Custom Range – if you choose this option, you must enter the Start and Last Date to continue.

13. When you select a filter, a new option appears on top of the others:

• Selected

14. If you click on it, you can view your selected filters. To delete the filters, press the X next to the applied ones or click on Clear all filters.