Overview
This article provides a step-by-step guide on how to enhance hardware quotes with software suggestions using the Sales Assistant in CRM.
Process
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).
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.
Select the hardware item on My quote located at the right side.
The Attach tab will automatically be displayed on the left panel.
Click the drop-down menu at the left corner and select Software and services. The list of products from different vendors appears.
Choose the product that will enhance the quote.
Click the Plus (+) or Minus (-) icon to adjust the quantity of the desired products.
Click Add to add the desired products to your quote.
Click Update quote. You will be redirected to CRM with the updated quote.