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. In Okta, search for Xvantage for Associates(X4A) and open it.

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. Ensure that your view is All Account – Customer Lookup 1.  To do this, select the view drop-down and choose from the options.

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, double-click it to open the account details. 

9. Click the Quotes tab. If this is not showing, click the ellipsis icon (...) and select Quotes.

10. Click +New Quote.

11. Fill in mandatory fields on summary page.

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

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