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. 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 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. In the Timeline section, click the + icon and select Phone Call.

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

10. Input the following details:

    • Subject

    • Call To

    • Direction – choose Ongoing or Incoming

    • Description

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