How to Edit AWS ACE Vendor Opportunity in CRM

Overview:

This article explains how to update AWS ACE (AWS Customer Engagement) opportunity details in CRM. The AWS ACE integration enables users to manage both Ingram Micro-created and AWS-originated opportunities directly within Xvantage, helping streamline co-selling activities and opportunity collaboration.

Key Benefits:

• CRM opportunities synchronize with AWS ACE, reducing duplicate updates and improving visibility across systems.

• AWS-originated opportunities are available in CRM, allowing users to manage opportunity information directly within Xvantage.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

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

3. In X4A, hover over the left navigation menu and select Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Sales > Opportunities.

6. Ensure that the current view is All Opportunities to show all opportunities.

7. Locate and open the opportunity you want to update.

8. Select the Vendor Opportunities tab.

   • If the tab is not visible, select the arrow next to Related and then choose Vendor Opportunities.

9. Click Add project details and enter the required information.

11. If contact information needs to be updated, click Add contact details (optional) and complete the applicable fields.

The AWS ACE vendor opportunity is updated with the project and contact information entered in CRM. The changes are saved within the opportunity record.