How to Use the Quick Connect Feature of an Account in CRM

Overview:

This article will guide users on how to use the quick connect feature of an account in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Ensure that your view is All Account – EMEA Layout.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, double-click it to open the account details. 

9. Click the ellipsis icon (⋮) at the command bar on top of the page then select Quick Connect.

10. Click Add Connection.

11. A pop-up confirmation will notify you that you are connecting to one record. Click Ok to exit.