How to Create a New Service Activity in CRM

Overview:

This article will guide users on how to create a new service activity in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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 My Work and select Activities from the side menu. 

6. Click Service Activity on the command bar.

7. Input the following required information (*):

   • Subject

   • Service

   • Status

   • Start Time

   • End Time

8. Enter other details as needed.

9. Click Save & Close to complete the process.