How to Search for a Contact in CRM

Overview:

This article provides a step-by-step process on how to search for 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 All Active Contacts to show all active contacts.
7. Click the Quick Find next to Edit Filter, type the contact’s name, and press Enter. You can also use the Search bar of the Xvantage CRM.
8. Alternatively, click the Full Name category and a drop-down will appear.
9. Select Filter by.
10. Change the condition from Equals to Contains.
11. Enter the contact’s name.
12. Click Apply to refine your results.