Overview:
This article provides a step-by-step process on how to close a quote in Xvantage for Associates CRM.
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 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 Close Quote. If not visible, click the ellipsis icon (⋮) to reveal more command options.
In the Close Quote pop-up window, fill out the required fields:
Status Reason – Select the most appropriate reason from the dropdown list:
Close Date
Create a Revised Quote – Choose Yes or No
Click OK to confirm.
A notification will confirm the quote has been successfully closed. You will also see that the quote is now in read-only mode with the status Closed displayed.