How to Create a New Competitor Record in CRM

Overview:

This article provides a step-by-step process on how to create a new competitor record in Xvantage for Associates 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 sidebar menu, navigate to Sales and select Competitors.

6. Click New to create a new competitor record.

7. Enter the required details. Name and Business Unit are mandatory fields. Below are some of the optional details that you may also provide:

   • Website

   • Address

   • ZIP/Postal Code

   • Country/Region

8. Once all necessary information is entered, click Save and Close to finalize the record.