Overview:
Sales Literature provides a centralized space to store and manage important sales documents like product brochures and technical specs. This feature makes it easy for teams to access and distribute key sales content throughout the organization.
Process:
Important: This functionality is available to users with the following security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.
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 Xvantage CRM, go to the sidebar menu and click Sales Literature under the Collateral section.
Click the New button to create a new sales literature entry.
Fill in the required details:
Title
Subject
Type
Click Save to enable attachment options.
In the Sales Attachment section, click the ellipsis (⋮) button.
Select New Sales Attachment from the dropdown menu.
In the New Sales Attachment form, enter the Title and Abstract for the attachment.
Click Choose File to upload the attachment.
Click Save & Close to finish.