How to Add a Note to a Contact in CRM

Overview:

This guide explains how you can add a note 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 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 Activities & Notes tab.

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

   • Title

   • Note

   • Attachment (paper clip icon)

10. Click Add Note and close.

11. Click Cancel if you want to discard the note you created.