How to Add a New Account Profile to an Account in CRM

Overview:

This article will guide users on how to add a new account profile in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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. Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Accounts to display all accounts.

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, click the account name to open the account details. 

9. Click the Profiles tab. If it’s not showing, click the ellipsis icon (...) then click Account Profiles.

10. The Account Profile Associated View will be displayed.

11. Click +New Account Profile.

12. Input the following information:

    • Name

    • Owner

    • Account

13. Click Save & Close to complete the process.