Overview:
This article provides the steps on how you can delete a specific item in a quote, not just in Sales Assistant but in the actual quote in CRM as well.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
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 Quotes.
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.
To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.
Open the quote by clicking the quote name (a hyperlink).
Click the Sales Assistant button from the command tool bar located on the top part of the screen within the quote’s page. If not visible, click the ellipsis icon (⋮) to reveal more command options.
You will be directed to X4A Sales Assistant.
From the list of products, locate and click the trash bin icon beside the product details.
A small pop-up screen will appear, asking you to confirm the action. Take note that it cannot be undone.
If you decide to keep it in the quote, cancel the pop-up window.