How to Add a Phone Call in CRM

Overview:

This article illustrates the steps of adding and managing a phone call 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. From CRM's left navigation menu, select Activities under My Work.

6. Use the +New or Phone call button from the command bar to add a new phone call.

7. Fill in the required fields marked by (*) an asterisk.

8. Choose Incoming or Ongoing in the Direction field.

9. Provide a summary of the conversation with the customer in the Description field.

10. Fill in any of the other fields provided if required or needed.

11. Click Save to save the phone call record.

12. Once all set, click Mark Complete.