How to Create an Email in CRM

Overview: 

This article illustrates the steps of adding and managing an Email 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 the Xvantage CRM sidebar menu, go to My Work and select Activities.
6. Click Email button from the command bar to add a new email.
7. Fill in the email address the message will be sent to in the field To.
   • You may also add email address in the Courtesy Copy (cc) field.  
8. Fill in the Subject field.
9. Fill in other fields with all the information you have. 
10. Write the text of the message in the blank field displaying Enter text. 
11. Use a template by clicking on Insert Template from the command bar, if you have already created one or several templates. Select the template to populate the body of the email.
12. Add an attachment by using the Drop your files here or click to upload field, the + button below this field or the Attach file button.
13. Finally, hit Send.