How to Add a Post to a Contact in CRM

Overview:

This article provides the steps on how to add a post in a contact record in X4A CRM.

Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In Xvantage CRM, go to Customers and select Contacts from the side menu.
Use the category filter or Quick Find icon to locate the desired contact.
Double-click the specific contact record to open its detailed view.
Click the Activities & Notes tab.
In the Timeline section, click the + icon and select Post from the drop-list of available options.
Enter the content of your post. You can link a record by clicking the # symbol and mention a person by clicking @ and selecting their name.
Once your post is ready, click Add Post to save it. Click Cancel to disregard changes.