Overview:
This article explains how to extend the validity period of an existing quote in CRM by revising the quote, updating its effective dates, and reactivating it.
Important: A quote must be revised before its validity period can be updated. Revising a quote changes its status from Active to Draft and creates a new revision when the quote is reactivated.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
Ensure that your view is All Quotes to be able to view all quotes.
Locate the quote by clicking the column header and use the Filter By option or the Filter by keyword bar.
Select the Quote Name hyperlink to open the quote.
On the command bar, select Revise.
The quote status changes from Active to Draft, allowing updates to be made.
Select the profile menu in the upper-right corner of the quote page.
Update the Effective From and Effective To dates as needed.
Review the updated validity dates to ensure they are correct.
Select Activate Quote to apply the changes.
The quote status returns to Active and a new Revision ID is generated. This ID indicates how many times the quote has been modified.