How to Edit a Quote in CRM

Overview:

This document includes steps on how to edit a quote in CRM (X4A).

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 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). You can only revise quotes that have the status Active or Closed, where all active cells are locked.
After opening the quote, click the Revise icon located at the top center of the screen. For quotes with a Draft status, you can edit them directly without using the Revise option.
CRM will change the quote’s status to Draft and update the Revision ID to 1 if it’s the first revision. Each subsequent edit increases the Revision ID, indicating how many times the quote has been modified. At this stage, you can add, modify, or remove products or any necessary information.
Once you’ve completed your changes, click the Activate Quote icon at the top center of the screen to finalize the modifications.