How to Create a New Contact in CRM

Overview:

This article provides a guide on how to create a new contact in X4A 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 the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.

6. By default, it lands on Active Contacts (EMEA Layout) view unless you’ve changed your default view.

7. From the top bar click on + New button to create a new contact.

8. Enter the required information:

   • First Name

   • Last Name

   • Email

   • Company (BCN will be automatically populated)

   • Country

   • Business Phone

9. Click Save & Close to complete the process.