How to View the Product Category of an Opportunity in Xvantage™

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Overview:

This document will show you how to check in which category opportunities belong 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.

  5. You can find the Product category in the description of each opportunity next to Potential leads.