How to Add Activity to an Account in CRM

Overview:

This article provides a guide on how to add activity to an account in Xvantage for Associates CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. X

3. vantage for Associates (X4A) will open in a new tab.

4. Within X4A, hover over the left navigation menu and click Sales.

5. Select CRM from the Sales sub-menu.

6. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

7. Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Active Accounts to display all accounts.

8. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

9. Once you locate the specific account, click the account name to open the account details. 

10. On the account details page, click the Related tab and choose Activities.

11. The Open Activity Associated View will be displayed.

12. Click +New Activity.

13. Choose the appropriate activity type from the following options:

    • Appointment

    • Referral

    • Email

    • Task

    • Phone Call

    • Customer Survey Instance

14. You’ll be redirected to the activity input form. The required fields may vary depending on the activity type.

15. Fill in all necessary details accurately, then click Save and Close to save the activity.