Overview:
This article provides step-by-step instructions on how to clone an existing quote in Xvantage for Associates CRM. Cloning a quote allows users to quickly replicate quote details for reuse while ensuring accuracy and efficiency in the quoting process.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
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 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).
In the command bar, click Clone Quote. If you don’t see this option, click the ellipsis icon (⋮) to reveal more commands.
A notification will confirm that the cloning process is in progress. Once successful, a prompt will ask if you want to navigate to the new quote. Click Yes to open the cloned quote.
You are now viewing the new (cloned) quote. You may:
Activate it
Send it as-is
Tip: It is recommended to review and refresh product pricing to ensure up-to-date information before sending.
Review and update any necessary information on the new quote as needed.