How to Edit an Existing HPE Request in CRM

Overview:

This article explains how to edit an existing HPE request in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to HPE Requests under the Sales section.

6. By default, you will land on the Active HPE Configs view. If necessary, use the view dropdown menu to switch to a different view.

7. Locate the HPE request using the Filter by option or the Quick Find search feature.

8. Select the request by checking the box next to the Created On column.

9. Click the Edit icon in the command bar.

10. The HPE Request Details page opens.

11. Update the required information.

12. Click Save & Close to save your changes.