How to Create an Opportunity from a Quote in CRM

Overview:

This article provides a step-by-step guide on how to create a new opportunity from a quote in Xvantage for Associates CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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. Ensure that your view is All Quotes EMEA to be able to view all quotes. To do this, select the view drop-down and choose from the options.

7. To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Open the quote by clicking the quote name (a hyperlink).

9. In the Summary tab, scroll down to the Opportunity field.

10. Click the magnifying glass icon next to the Opportunity field, then select New.

11. The Quick Create: Opportunity panel will appear on the right side of the screen.

12. Review and fill in the fields accordingly. If a field is indicated with an asterisk, it signifies that it cannot be left blank.

13. Click Save & Close to create and link the Opportunity to the Quote.