How to Delete an Activity in CRM

Overview:

This article provides a step-by-step guide on how to delete a specific activity in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

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

4. Select CRM from the Sales sub-menu.

5. In CRM sidebar menu, under My Work, select Activities.

6. From the view drop-down, choose the appropriate view (e.g., All Activities, Closed Activities, etc.).

7. Search for the specific activity using Filter by or the Quick Find bar.

8. Once located, tick the checkbox next to the activity name to select it.

9. Click the Delete icon in the command bar.

10. A pop-up confirmation will appear. Click Delete to confirm. The specific activity will be deleted from the list.