Overview:
The Credit Increase App in Xvantage CRM is a tool used by Sales teams to request an increase in a customer's credit limit or to initiate specific credit-related actions, such as placing large orders, setting up leases, or managing annuity requests. Each request type requires entering key account details, explaining the reason for the request, and providing any additional order or financial information based on the situation. After completing the necessary fields, users simply Save & Close to submit the application for processing and review.
Process:
Request Type:
Future Order/ Opportunity Over Credit Line
Line Pressure
New End User AMP Request
Modern Credit Support
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 Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type – choose from the drop-down
Account Name - Enter account name or BCN
Details
Detailed Reason
Customer Contact Info
Sales Contact
Note: No additional fields unless prompted.
Click Save & Close to submit.
Request Type:
Order Placed Over Credit Line/ Order Pending Over Credit Line
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Select Order Placed Over Credit Line or Order Pending Over Credit Line.
Account Name: Input the customer’s account name or BCN.
Details - Detailed Reason
Order Details (required):
Has this order been placed from IM360? - choose Yes/No
Impulse Order
Order Amount
PO #
End User Name
Permanent Increase - choose Yes/No
Click Save & Close to submit.
Request Type:
Financial Solutions Lease Quote
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Select Financial Solutions Lease Quote.
Account Name: Enter account name or BCN.
Details - Detailed Reason
Order Details (required):
Has this order been placed from IM360? - Yes/No
Impulse Order
Order Amount
PO #
Who is leasing gear?
Source Opportunity
Source Quote
Click Save & Close to submit.
Request Type:
Annuity Request
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Choose Annuity Request.
Account Name: Enter account name or BCN
Details - Detailed Reason
Additional Information:
Type of Annuity
More than one offering? - choose Yes/No
Billing Model
End User
End User Address
Total Annuity Value
Total Contract Value
ARC Amount
Auto Renew - choose Yes/No
Initial Term
Click Save & Close to submit.
Request Type:
Credit Card to Terms Request
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Select Credit Card to Terms Request
Account Name: Enter account name or BCN
Details - Detailed Reason
Credit Terms Details:
Requested Term
Requested Limit
Reason for Request (dropdown)
Detailed Reason
Click Save & Close to submit.
Request Type:
Financial Solutions Referral
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Choose Financial Solutions Referral.
Account Name: Enter account name or BCN
Details
Detailed Reason
Financial Solutions Interested In: Select from dropdown.
Click Save & Close to submit.
Request Type:
Red Flag Alert
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Choose Red Flag Alert
Account Name - Enter account name or BCN
Details - Detailed Reason
Reasons for Alert: Select from dropdown.
Click Save & Close to submit.
Request Type:
Lease Order Placed
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 CRM sidebar menu, navigate to Sales and select Credit Increase App.
Your default view would be Active Credit Increase Applications
Click New.
Fill out the New Credit Increase Application form:
Request Type: Select Lease Order Placed.
Account Name - Enter account name or BCN
Details - Detailed Reason
Order Details:
Has this order been placed from IM360? - choose Yes/No
Impulse Order
Order Amount
PO #
End User
Leasing Company Name
Click Save & Close to submit.