How to Update the Quote Probability and Pipeline Details in CRM

Overview:

This article outlines the steps to update the Probability and Vendor Probability fields within a quote in Xvantage for Associates (X4A) CRM. Keeping these fields accurate ensures better pipeline visibility, forecasting accuracy, and alignment with the current opportunity stage.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Sales and select Quotes.

6. Choose the view that you need. To do this, select the view drop-down and choose from the options.

7. Search for the quote where you need to update the probability and pipeline details.

8. Once you locate the quote, double-click it to open the quote details.

9. Locate the Pipeline section.

10. Update the Probability and Vendor Probability fields by selecting the appropriate percentage based on the opportunity stage:

    • 5% - Unexpected: Unclear timing or probability. Early stage or not currently expected to

      progress.

    • 20% - Open: Actively managed and pursued, but likelihood of success remans uncertain.

    • 40% - Developing: Meaningful engagement underway; Ingram is gaining traction but

      position is not yet favorable

    • 60% - Upside: Positive indicators emerging; Ingram holds some advantage with a

      reasonable chance of success.

    • 80% - Strong Upside: High confidence that Ingram has the advantage; should be included

      to forecast planning

    • 95% - Commit: Ingram is expected to win unless unforeseen circumstances arise.

11. Click Save & Close to apply the changes.