How to Delete Your Own Recommendation in Sales Assistant in CRM

Overview:

This article provides the steps on how you can delete your own recommendations in Sales Assistant.

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 Quotes.
Ensure that your view is All Quotes - ANZ 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.
Proceed in adding your own recommendation as usual.
To remove a recommendation you have added, click the star icon and select Remove from my recommendation.