How to Edit an Activity in CRM

Overview:

This article provides a step-by-step guide on how to edit 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 Edit icon in the command bar.
10. You will be redirected to the activity details page. Make the necessary updates.
11. Click Save & Close to apply the changes and update the activity.