How to Add a New End User to an Account in CRM

Overview:

This article provides a step-by-step process on how to add a new end user to a specific account in Xvantage for Associates 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 ellipsis icon (•••) located at the tabs then select End Users.

10. The End User Associated View will be displayed.

11. Check if the end user is already created, if not proceed to create the end user.

12. Click Add Existing End User. A pop-up will appear on the right side of the screen.

13. Click +New below the records search bar.

14. Select End User.

15. The Quick Create: End User form will open on the right side of the screen.

16. Input the required information.

17. Click Save and Close.

18. The End User will be included on the End User Associated View of the Account when successfully created.