How to Deactivate a Contact in CRM

Overview:

This article explains how to deactivate a contact in Xvantage™ for Associates (X4A) CRM. Deactivating a contact removes it from the active contacts list while retaining the record in CRM for future reference and reporting purposes.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, go to Customers > Contacts.

6. Ensure that Active Contacts is selected as the current view.

7. Use the Filter by keyword or Quick Find search field to locate the contact you want to deactivate.

8. Select the checkbox next to the contact's name. You can select multiple contacts if needed.

9. Click Deactivate from the command bar.

10. In the confirmation dialog, click Deactivate to confirm the action.

11. The selected contact(s) will be moved from Active Contacts to Inactive Contacts and will no longer appear in active contact views.