How to Assign a Quote in CRM

Overview:

This article provides the step-by-step process on how to assign a quote in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

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

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 Sales and select Quotes.

6. Ensure that your view is All Quotes to be able to view all quotes. To do this, select the view drop-down and choose from the options.

7. To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Tick the radio button on the specific quote from the list to confirm your selection.

9. Click Assign located in the command bar.

10. In the dialog box, set Assign To as User or Team.

11. Enter the email address or name of the user or team in the search field.

12. Click Assign to complete the process.