How to Add an Existing End User to the Account in CRM

Overview:

This article provides a step-by-step process on how to add an existing end user to a specific 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. 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 Accounts to display all accounts.

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, click the account name to open the account details. 

9. Click the ellipsis icon (•••) located at the tabs then select End Users.

10. The End User Associated View will be displayed.

11. Check if the existing end user is already added, if not proceed to add the existing end user.

12. Click Add Existing End User. A pop-up will appear on the right side of the screen.

13. You may type the name of the existing end user on the field provided and click Add.

14. Click Save & Close.

15. The End User will be included on the End User Associated View of the Account.