How to Add a Note in a Competitor Record in CRM

Overview:

This article provides the steps on how to add a note in a competitor record 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 the Xvantage CRM sidebar menu, navigate to Sales and select Competitors.

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

7. Click the competitor's name (a hyperlink) to open its detailed view.

8. Depending on your location, the way to input a Note may look different:

   • Notes tab - Navigate to the Notes tab. Then, click the plus (+) icon. Select Note.

   • Competitor tab - Navigate to the Competitor tab. Then, click the plus (+) icon. Select Note.

9. Enter the title of your note.

10. Add the note description in the text area provided.

11. Click Add Note and Close to save the note.