How to Search for 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 all available opportunities will appear on the page. Choose one opportunity from the list.

5. Select the View Details button with the eye icon from the opportunity description. You will be redirected to the details page.

6. Scroll down to locate the Opportunity leads. You will find a table with all leads.

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

8. Type in the search bar to search for opportunity leads.