How to Check the Status of the New Credit Increase Application in CRM

Overview:

This article provides a guide on how to check the status of a credit increase application to know if it has been approved or denied.

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 Credit Increase App.

6. By default, you will be directed to the Active Credit Increase Applications view.

7. If you need to change views, simply click the dropdown menu and select from the list.

8. Locate the specific request using the filter options (e.g., filter by AppID) or the Quick Find search bar.

9. Once you’ve found the request, double-click the AppID to open the application.

10. The General Information section will be displayed.

11. Navigate to the Credit Analyst Section tab.

12. Here, you can view the decision made by the Credit Team or Financial Solutions Team: whether the application has been approved or denied.