How to Add a New Task to a Contact in CRM

Overview:

This article provides step-by-step instructions on how to add a new task 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 Task.

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

11. Input the following information:

    • Subject

    • Description

    • Priority – you may select from Low, Normal or High

12. Click Save and Close to complete the process.