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 bar to locate the desired contact.

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

8. Click the Activities & Notes tab.

9. In the Timeline section, click the + icon and select 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.