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

6. Ensure that your view is All Account – Customer Lookup 1.  To do this, select the view drop-down and choose from the options.

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

8. Once you locate the specific account, double-click it to open the account details. 

9. On the account details page, click the Activities & Notes tab.

10. Select the Activities section.

11. Click New to create a new activity.

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

    • Appointment

    • Customer Survey Instance

    • Email

    • Phone Call

    • Smart Activity

    • Task

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

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