How to Create a New Booking Alert in CRM

Overview:

This article will guide users on how to create a new booking alert in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for 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 Xvantage CRM sidebar menu, go to My Work and select Activities.

6. Click Other Activities in the command bar.

7. Select Booking Alert from the drop-down list.

8. Input the following required information:

   • Subject

   • Owner

   • Due Date

   • Assignees

9. Click Save & Close to save your new booking alert.