How to Clone a Contact in CRM

Overview:

This guide explains how you can clone a contact in 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 Contacts.

6. Use the Quick find search function to locate the contact that you want to add a note to.

7. Once the desired account is pulled up, click the full name (hyperlink) to open the contact’s account.

8. On the command bar located on the top of the screen, choose Clone.

9. Once clicked, a small window will appear just below the Summary tab.

10. Enter the needed information into the Contact Clone window.

11. Click Confirm.