How to Create a New HPE Request in CRM

Overview:

This article provides the step-by-step process on how to create an HPE request in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates (X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In Xvantage CRM, navigate to HPE Requests under the Sales section.

6. By default, you will land on the Active HPE Configs view.

7. Click +New on the command bar to start a new HPE request.

8. You will be redirected to the New HPE Request form.

9. Under the General tab, fill in the following fields:

   • HPE Request ID - The name of the custom entity

   • Subject

   • Account – Enter the account name or BCN

   • Contact

   • Vendor Quote ID

10. Once all required information is entered, click Save & Close on the command bar to submit your request.

11. The newly created request will now appear in the Active HPE Configs list.