Overview:
This article provides the step-by-step process on how to create KB item in Xvantage for Associates CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM, navigate to Extensions then select KB Items.
From the command bar, click +New.
Enter the required information:
Type – Select from the dropdown: Solution, Customer Need, Others, or Attachment
Title – Provide a clear and concise title
From the command bar, click on Save & Close.
