Overview:
This article explains how to add end-user information to a quote in CRM. You can search for an existing end user using a company name or ACOP ID, or create a new end-user record if one does not already exist.
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.
Ensure that your view is All Quotes EMEA to be able to view all quotes.
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.
Open the End User tab.
Scroll to the Search End User section.
Enter either the Company Name or ACOP ID, then select Search.
If a matching end user is found, the available details are populated automatically.
If no matching end user is found, select Add End User.
Complete the required end-user information:
Country Code
Company Name
City
Address
Postal Code
Contact Name
Contact Email
Contact Phone
Market Segment
Click Save and Continue.