Overview:
This article outlines how to create a new connection in Xvantage for Associates (X4A) CRM. A connection defines a relationship between records, such as accounts or contacts, and helps establish context within the CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Extensions and select Connections.
By default, the Active Connections view will be displayed. To change it, simply click the dropdown menu to choose from the other available options.
Click New in the command bar to begin creating a new connection.
Fill in the required fields in Connect To tab:
Name
As this role – Select the role that defines the relationship of the connected record.
Description
Once all information is entered, click Save & Close to finalize the connection.