How to Reactivate a Contact in CRM

Overview:

This article provides a step-by-step process on how to reactivate a contact in X4A CRM.

Process:

1. Go to My Apps and open Okta.
2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
3. Within X4A, hover over the left navigation menu and click Sales.
4. Select CRM from the Sales sub-menu.
5. In the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.
6. Make sure your view is the Inactive Contacts to show inactive contact records.
7. Use the filter or quick find to search for the contact you want to reactivate.
8. Check the box next to the contact’s name to select it. You can select multiple contacts if needed.
9. Click Activate located at the command bar.
10. A pop-up confirmation will appear. Click Activate again to confirm. The contact will be moved to Active Contacts.