How to View a Contact in CRM

Overview:

This article explains how to view a contact record in Xvantage™ for Associates (X4A) CRM. Contact records provide access to key customer information, including contact details, related activities, transactions, and other CRM data.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, go to Customers > Contacts.

6. Ensure that All Contacts is selected as the current view.

7. Use the Filter by keyword or Quick Find search field to locate the desired contact.

8. From the search results, click the contact's Full Name hyperlink to open the contact record.

9. The contact record opens and displays the contact's details, providing access to additional information such as activities, notes, transactions, and related records.