How to Edit a Contact in CRM

Overview:

This article provides a step-by-step process on how to edit a contact 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, navigate to Customers and select Contacts. By default, the Active Contacts (EMEA Layout) will display.
6. Use the filter or quick find to search for the contact you want to edit.
7. Tick the checkbox of the contact you want to edit, then click Edit located at the command bar.
8. Edit the necessary information you need to update.
9. Once done, click Save & Close to save your update.