How to Add an Attachment to a Competitor Record in CRM

Overview:

This article provides the steps on how to add attachment to a competitor record in Xvantage for Associates CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM sidebar menu, navigate to Sales and select Competitors.
Use the category filter or Quick Find icon to locate the desired competitor record.
Click the competitor's name (a hyperlink) to open its detailed view.
In the Timeline section, click the plus (+) icon.
From the available options, select Note.
Click the attachment icon (paperclip) within the note window.
Browse your files and select the file you want to attach.
Once uploaded, the file will appear in the note’s attachment section. Double-check to ensure the correct file has been selected.
Click Add Note and Close to save the attachment.