How to Reply to a Post in a Competitor Record in CRM

Overview:

This article provides the steps on how to reply to a post in a competitor record.

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 Sales and select Competitors.
6. Use the category filter or Quick Find icon to locate the desired competitor record.
7. Click the competitor's name (a hyperlink) to open its detailed view.
8. In the Timeline section, use the Search Timeline tool to find the post.
9. Once you've located the post, click the reply icon.
10. Enter your message. You can link a record by clicking the # symbol, and mention a person by clicking @ and selecting their name.
11. Once your reply is ready, click Reply to submit it.