How to Delete a Note in a Competitor Record in CRM

Overview:

This article explains how to permanently delete a note from a Competitor record in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In CRM sidebar menu, navigate to Sales and select Competitors.

6. Locate the competitor record:

   • By default, the All Competitors (summary) view is displayed unless you’ve changed it.

   • If needed, select a different view from the view drop-down menu.

   • Use category filter or Quick Find icon to locate the desired competitor record.

7. Select the Competitor Name to open the record.

8. In the competitor record, locate the Timeline section.

9. Find the note that you want to delete.

10. Select the Delete (trash can) icon for the note.

11. When the confirmation message appears, select OK to confirm the deletion.

12. The Timeline will refresh, and the note will be permanently removed.

Note: Deleting a note permanently removes it from the competitor record and cannot be undone.