How to Add the Start a Quote Button to Your Home Page in Xvantage for Associates

Overview:

This article will explain step by step how to enable creating quotes directly from your home page in Xvantage for Associates(X4A) by adding the Start a quote button to it.

Process:

1. Go to My Apps and click Okta.

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

3. Ensure you are on Persona Agnostic view. If you are on Sales Workspace, select Persona Agnostic from the drop-down list.

4. Click the Edit Layout button.

5. Click Customize.

6. Select Quick links from the menu.

7. Toggle on the Start a quote option.

8. Close the menu and then click the button Apply layout.

9. The button Start a quote will now be available on your home page. You can use it to create quotes directly from the home page.