Overview:
This article provides a step-by-step process on how to add a new contact in a specific account in X4A CRM.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
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.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, click the account name to open the account details.
Scroll down to the Related Contacts section, located on the right-hand side of the page.
Click New Contact.
The Quick Create: Contact form will appear on the right side of the screen.
Fill out the contact details:
First Name
Last Name
Contact Type (select from the drop-down list)
Preferred Language
Email
Business Phone
Address
Alternatively, if you have a digital version of the contact’s business card, click Scan Business Card to auto-populate the contact details.
After entering all necessary information, click Save and Close to save the new contact.