How to Deactivate an HPE Request in CRM

Overview:

This article provides a guide on how to deactivate an HPE request.

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. If you need to switch views, simply click the dropdown menu and choose from other listed views.

8. Locate the HPE request you want to assign to another user using either the Filter by keyword bar or you may also use the filter by each category.

9. Once found, click the HPE Request ID to open the request details.

10. Click Deactivate on the command bar.

11. A confirmation pop-up will appear—click Deactivate to confirm.

12. The request will be automatically moved to the Inactive HPE Configs view.