How to Add New Credit Increase Application to the Account in CRM

Overview:

This article provides a step-by-step process on how to add a new credit increase application in a specific account in Xvantage for Associates CRM. 

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
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.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, click the account name to open the account details.
Scroll down to the Credit Increase Applications section, located on the right-hand side of the page.
Click +New Credit Increase Application.
Input the following information:
- Request Type – choose from the drop-down
- Detailed Reason
- Sales Contact
After entering all necessary information, click Save & Close to save the credit increase application. You will also see the details in the Credit Increase Applications section once it’s successfully saved.