Overview:
This article outlines the steps to create and manage a phone call record for a subscription in Xvantage. It explains how to access subscription details through My Insights, log phone call interactions, and view the created phone call record in 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 Insights.
Select My Insights.
Click the Subscription tab.
Use the available filter or sort options to quickly locate a specific subscription.
From the subscription list, click the specific subscription row to expand and view the associated end-user details.
Select the End User details link to open the Subscription Detail page.
There are two ways to create a phone call record:
Click the Action button, then select Create Phone Call.
Select one or more Subscription IDs, then click Create Phone Call.
Enter the Phone Call Description.
Select the applicable topics discussed during the call.
Click Create in CRM. A notification will appear once the phone call record has been created successfully.
To view the created record in CRM:
Click the Action button and select View Phone Call, or
Click the notification banner displayed after creation.