How to Add a New Contact to an Account in CRM

Overview:

This article provides a step-by-step process on how to add a new contact in a specific account in X4A 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 – Customer Lookup 1.  To do this, select the view drop-down and choose from the options.

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 Contacts tab. If this is not showing, click the ellipsis icon (...) and select Contacts.

10. Check if the contact is already created, if not proceed to create the contact.

11. In the External Contacts section, click New Contact.

12. The Quick Create: Contact form will appear on the right side of the screen.

13. Fill out the contact details:

    • First Name

    • Last Name

    • Contact Type (select from the drop-down list)

    • Preferred Language

    • Email

    • Business Phone

14. After entering all necessary information, click Save and Close to save the new contact.