How to Add Vendor Lead Notes in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to add new lead notes associated with a vendor in the Vendor Onboarding section of Xvantage for Associates (X4A).

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  Vendors.

4. Then, select Vendor Onboarding.

5. In the search bar, enter the Company Name of the vendor whose lead notes you want to view.

6. From the search results, click the Company Name (a hyperlink) to open the vendor details.

7. On the vendor details page, click Notes, then the Add Note button found on the right side of the page. 

8. In the pop-up window, add your notes in the text box with the character limit up to 500. 

   Note: Notes will only be visible to assigned associates.