Overview:
This article outlines the steps to attach a quote to an existing opportunity or create a new one in Xvantage CRM. This process ensures your sales activities are accurately linked to the appropriate opportunities, allowing for better tracking and reporting within the CRM system.
Important: Auto Quotes no longer always generate opportunities automatically. Opportunities are now created only when specific business rules are met (e.g., revenue thresholds), helping improve CRM data quality and reduce low-value opportunities. As a result, you may need to manually attach a quote to an opportunity more often, using the steps below.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
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 Sales and select Quotes.
Ensure that your view is All Quotes - ANZ to be able to view all quotes. To do this, select the view drop-down and choose from the options.
To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.
Open the quote by clicking the quote name (a hyperlink).
Click Revise to change its status from Active to Draft. Note that a quote can only be attached to an opportunity when it is in Draft status.
Navigate to the Summary tab and click the Opportunity field. A list of open opportunities for the account will appear.
Select an opportunity from the list or use the search field to find a specific one.
If you need to Create a New Opportunity, select the +New button. This creates an Opportunity that copies all the identical fields from the Quote.
Note: If you created a new opportunity, ensure to click on the Save and Close button.