Overview:
Activities section in CRM offers users the possibility to track engagements and interactions (past, present, and future) with customers and collaborators. This guide provides instructions on how to access activities within CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
From CRM's left navigation menu, click on Activities under My Work.
Subtopic 1: How to Access Activities through Accounts in CRM
Process:
From CRM's left navigation menu, click on Accounts under Customers.
Locate the desired account and open it.
Click the ellipsis button and choose Activities.
Beside the Due dropdown is the Activity type dropdown.
Tick the box/es of the activities that you need to view.
Subtopic 2: How to Access Activities through Quotes in CRM
Process:
From CRM's left navigation menu, click on Quotes under Sales.
Locate the desired quote and open it.
Click the arrow down icon and choose Activities.
Beside the Due dropdown is the Activity type dropdown.
Tick the box/es of the activities that you need to view.
Subtopic 3: How to Access Activities through Opportunities in CRM
Process:
From CRM's left navigation menu, click on Opportunities under Sales.
Locate the desired opportunity and open it.
Click the arrow down icon and choose Activities.
Beside the Due dropdown is the Activity type dropdown.
Tick the box/es of the activities that you need to view.