How to Create a Quote in CRM

Overview:

This article provides a step-by-step guide on how to create a quote 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 the Xvantage CRM sidebar menu, navigate to Sales and select Quotes.

6. Click + New to create a new quote.

7. Within the Summary tab, input the following information such as:

   • If a field is indicated with an asterisk, it signifies that it cannot be left blank.

     • Name - Enter a relevant name for the quote.

     • Status Reason – select from the drop-down.

     • Account: Use either the Account Number or Account Name.

     • Contact

8. Proceed to work on the various other tabs as necessary.

9. Click Save to save the quote and activate other tab relevant to the quote such as Activities, Product Import, Products, Addresses, End User and more.