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. 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. Click the Activities & Notes tab.
9. In the Timeline section, click the + icon and select 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.