Overview:
This article outlines how to update the contact’s marketing preferences, communication methods, and optional personal details. It ensures accurate contact management.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the sidebar menu, navigate to Customers and select Contacts.
Search for the contact by updating your view or using the search bar or filter function.
Click the Full name (hyperlink) to open the contact details.
Click the Marketing and Preferences tab.
Update the following sections such as:
Contact Preference
Marketing