Overview:
This article explains how to create a Phone Call activity for a customer from the Sales Accelerator Work List in Xvantage for Associates (X4A) CRM. It also explains how to send an email to the customer after the call.
Process:
Go to My Apps and open Okta.
Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.
Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
From the Sales submenu, select CRM.
In the CRM left navigation menu, under My Work, select Sales Accelerator.
In My work list, select the filter icon next to the search box.
Under Activity Type, select Phone Call.
Locate the lead or customer record, then hover over the Phone Call activity.
Select the Phone icon to create a phone call record.
In the phone call activity form, complete the required fields:
Subject: Activity name displayed in the Up Next widget.
Call From: Name of the person making the call.
Call To: Name of the person being called.
Phone Number: Customer's contact number.
Direction: Call direction (typically set to Outgoing).
Call Motion: Sales motion associated with the call, such as:
Cross-Sell
Upsell
Renewal
Retention
After completing the call, mark the Phone Call activity as Complete.
To send an email to the customer, select the Email icon from the activity record.
Note: If the Email option is not available, contact your CRM administrator to enable Email Engagement.