How to Add a Contact to an End User Record in CRM

Overview: 

This article will guide you on how to add contact to an end user 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 End Users. 

6. Locate the specific end user using the quick search function or filter by.  You may also opt to change the drop-down view selector.

7. Click the end user name (a hyperlink) to open its details.

8. In the General tab, scroll down to the EU Contacts section.

9. Click the ellipsis icon (⋮).

10. Select New Contact from the options.

11. The Quick Create: Contact panel will open on the right side of the screen.

12. Input the following information such as:

    • First name

    • Last name

    • Contact Type

      • Fields marked with * are required.

13. Click Save & Close to save the contact information.