How to Create a New Account Profile in CRM

Overview:

This article provides the steps on how to create a new account profile 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 CRM, click Account Profiles under Extension in the sidebar menu.

6. The default view will display Active Account Profiles.

7. Click New to create a new account profile.

8. Enter the following information:

   • General Tab

     • Name

     • Account

     • Profile Type

   • SMB Related Info Tab

     • Account Details

9. If you want to add details in the Notes and Attachments section, click Save.

10. After entering the information, double-check, then click Save & Close to create the account profile.