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. 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 CRM sidebar menu, navigate to Customers and select Contacts.

6. Use the Quick find search function to locate the contact that you want to add a note to.

7. Once the desired account is pulled up, click the full name (hyperlink) to open the contact’s account. 

8. By default, it will direct you to the summary tab of the contact, be sure to switch to Activities & Notes. 

9. Click on Enter a Note. Fill out the following:

• Title

• Note

• Attachment (paper clip icon)

   9. Click Add Note and close.

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