Overview:
This article will guide users on how to log a call for an Account in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Customers and select Accounts.
Choose the view that you need. To do this, select the view drop-down and choose from the options.
Copy and paste the BCN you are actioning into the main global search bar of CRM, then click on the Accounts tab.
Click the Account Name to view contacts on the account record. If the reseller contact is unknown, reach out to the account owner/inside sales rep.
Click the Timeline tab, then select + to add a Phone Call activity. The Quick Create window will open with many details pre-populated. CRM layouts may vary by region. If the Timeline tab isn’t available, go to Activities & Notes → + Phone Call to add your call.
Return to the Reseller Prioritization Dashboard, copy the Subscription ID and paste it into the Subject field to link revenue to your activity.
Enter the call details:
Select your country’s designated IDA Cloud
Campaign as the Source Campaign
Add Call Motion Type: Select the Call Motion field and choose one or more types to describe the reason for your call. Click Save and Close. This ensures your outreach type is recognized in reporting.
Add Account Details: Fill in the Account field. In some CRM instances, leaving the field blank may prevent the phone call record from being visible after saving.
Click Save and Close.
Note: Log one call per Subscription ID, even if multiple IDs are discussed in a single call. This is critical for reporting: each Subscription ID counts as one toward the weekly goal and must be entered separately.