How to Create a New End User in CRM

Overview:

This article provides the step-by-step process on how to create a new end user in 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, go to the Customers section and select End Users.

6. Click +New from the command tool bar.

7. In the New End User form input the following information such as:

   • Fields marked with * are required.

     • End User Information:

       • End User Name (required)

       • Primary Contact

     • Address Information:

       • Street 1

       • City

       • ZIP Code

8. Click Save & Close. This will automatically be included in the Active End Users listing.