Overview:
This article explains how to quickly create a phone call for a quote through My Insights in X4A. With a single action, the platform automatically creates the phone call and assigns the appropriate CRM campaign based on the selected quote and your current view.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Insights.
Then, choose My Insights.
By default, you will land on the Quotes tab.
Locate the quote that you need to view using the search bar.
Once located, click on the Insight ID (hyperlink) to view the quote’s full details.
From the upper right corner, click on the Create CRM Activity button.
Choose between Create phone call (Hot Quotes) or Create phone call (Yesterday’s Quotes).
Note: The phone call record will auto-populate key fields like Owner, Created by, and Source Campaign.
