Overview:
This article explains how to activate a quote in CRM and send it to a customer using the appropriate report and email templates.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
Select the All Quotes - ANZ view.
If a different view is displayed, use the view selector to switch to All Quotes - ANZ.
Locate the quote by clicking the column header and use the Filter By option or the Filter by keyword bar.
Select the Quote Name (hyperlink) to open the quote.
On the command bar, click Activate Quote.
After activation, the quote becomes read-only and its status changes to Active.
In the Summary tab, locate the Send Quote to Customer section.
From the Report Template list, select the most appropriate template from the selection.
From the Email Template list, select Send Quote.
Click Generate Email.
A new email window opens with the recipient information populated and the quote attached.
Review the email content and attachment.
Click Send to deliver the quote to the customer.