How to Add a New Phone Call Record to a Contact in CRM

Overview:

This article provides step-by-step instructions on how to add a new phone call record to a contact 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 Xvantage CRM, go to Customers and select Contacts from the side menu.

6. Use the category filter or Quick Find icon to locate the desired contact.

7. Double-click the specific contact record to open its detailed view.

8. Click the arrow next to Related, then select Activities.

9. Click the + New Activity then select from drop-down list Phone Call.

10. The Quick Create: Phone Call will show at the right side of the screen.

11. Input the following details:

    • Subject

    • Call To

    • Direction – choose Ongoing or Incoming

    • Description

    • Call Motion - This feature enables sales associates to log the type of sales motion — such as Cross-Sell, Upsell, Renewal, or Retention — directly during customer call creation, edit it later if needed, and report on these motions for deeper insights

12. Click Save & Close to save the phone call record.