How to Add an Important Note to an Account in CRM

Overview:

This article explains how to add an important note to an account in Xvantage CRM. Important notes help capture key information linked to the account for future reference.

Process:

1. Go to My Apps and click on Okta.

2. Within Okta, search for and open X4A. The Xvantage for Associates(X4A) will launch in a new tab.

3. From X4A's left navigation menu, click on Sales.

4. Next, select CRM.

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

6. Your current view is set to Accounts I Follow - EMEA Layout. If you’d like to switch, click the view drop-down and select the option you need. You may select All Accounts - EMEA Layout to display all accounts.

7. Locate the account you want to add important note by using Filter By keyword field or the Filter By option for Account name.

8. Click the account name under the Account Name column to open its details page.

9. By default, you will land on the Summary tab. Be sure to click the Activities & Notes tab.

10. Next, select the Important Notes section.

11. Click the +New Important Notes button.

12. Enter the required information:

    • Subj/Auth#

    • Owner - auto populated with your name

    • Account

    • Status

    • Description

13. You may opt to input all other details being asked, as needed.

14. Once done, hit Save & Close.