How to Create a New Activity in CRM

Overview:

This article explains how to create a new activity in Xvantage CRM. Activities such as tasks, emails, phone calls, and appointments help track interactions and follow-ups with customers.

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 sidebar menu, under My Work, select Activities.

6. In the command bar, you’ll see a list of available activity types such as:

   • Task

   • Email

   • Appointment

   • Smart Activity

   • Phone Call

   • Service Activity

7. Click the ellipsis icon (⋮) to view additional commands or activity types.

8. Select the appropriate activity from the list.

9. Fill in the required details based on the activity type you selected.

10. When finished, click Save & Close to save the activity.