Overview:
This article provides a step-by-step process on how to create a new business plan to a specific account in Xvantage for Associates CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates 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 Customers and select Accounts.
Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Accounts to display all accounts.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, click the account name to open the account details.
Click the ellipsis icon (⋯) located at the tabs below the account name.
Scroll down and select Business Plans.
The Business Plan Associated View will be displayed.
Click +New Business Plan.
Input the required information.
After entering all the required information, click Save & Close in the command bar to save the new business plan. Once saved successfully, the details will appear in the Business Plan Associated View section.