Overview:
This article will guide users on how to view the related contacts of an account in CRM.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
Choose the view that you need. To do this, select the view drop-down and choose from the options.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, click the account name to open the account details.
In the Summary tab, scroll down to the Related Contacts section.
The following information of the related contacts will be displayed:
Full name
Country
Preferred Language
Email
Company Name
Business Phone