How to Add a New Quote for an Account in CRM

Overview:

This article provides a step-by-step guide on how to add a new quote for a specific account in Xvantage for Associates CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Accounts to display all accounts.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, click the account name to open the account details. 

9. Locate the Recent Quote section on the right side of the screen.

10. Click the ellipsis icon (⋮) in the Recent Quote section.

11. Select +New Quote.

12. Fill in mandatory fields on summary page.

13. After entering all necessary information, click Save & Close to save the quote.

14. You will also see the details in the Recent Quotes section once it’s successfully saved. It is still in Draft status, so you need to activate the quote.