How to Assign a Journey on a Vendor Lead in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to assign a journey type to a vendor lead in the Vendor Onboarding section of Xvantage for Associates (X4A).

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 Vendors.

4. Then, select Vendor Onboarding.

5. Click the New Leads tab to display all unassigned vendor leads.

6. In the search bar, enter the Company Name of the vendor you want to assign.

7. From the results, click the Company Name (a hyperlink) to open the vendor details.

8. On the vendor details page, click the Assign Journey button located on the right side of the screen.

9. In the pop-up window, update the following fields:

   • Status – Select one of the following: Fast Track, Regular, or Enhanced

   • Comments – Enter any relevant notes for the journey assignment

10. Click Submit.