How to Add a Task in CRM

Overview:

This article illustrates the steps of adding and managing a task 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 the My Work section.

6. Press the Task button from the command bar.

7. Fill in the Subject field.

8. Fill in the Account and Contact fields to register customer details.

   • If you are already on a customer account, specific opportunity or specific quote page, the customer’s details in the task will populate automatically.

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

10. Click on button Save to save the task record.

11. Finish a task by clicking on the Mark Complete button on the upper bar menu.