How to Check Associated Quotes and Associated Opportunities for Opportunity in CRM

Overview:

This article will guide you where you can check an Associates Quotes and Associated Opportunities in CRM. Automated filters have been configured to create views of associated Quotes and Opportunities based on the listed Customer and Vendor and Sub Vendor pair within the Opportunity.

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 CRM sidebar menu, navigate to Sales and select Opportunities.

6. Search for an opportunity and open it.

7. In the topline menu you can select Associated Quotes or Associated Opportunities.

   

   Please note: These associated records are not directly related to the Strategic Opportunity

   but rather, provide a spotlight on pipeline between the Customer and Vendor and Sub vendor.

8. Selecting Associated Quotes or Associated Opportunities from the topline menu will launch a pop-up list view. These filter pulls in records that are either in the Active or Draft phase.

   

9. If no Quotes or Opportunities match this criteria, the following message will be displayed: