How to Log FastCash and In-Stock Priority Quotes in CRM

Overview:

This article explains how to log FastCash and In-Stock Priority quotes in Xvantage for Associates (X4A) CRM. To ensure accurate reporting and dashboard visibility, associates must create a Phone Call activity for each qualifying quote and assign the appropriate Source Campaign. This process helps track high-priority opportunities, supports follow-up activities, and ensures reporting is attributed to the correct quote owner.

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

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

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to My Work > Dashboards.

6. Select the current dashboard view and choose either:

   • FastCash Quotes - Use FastCash Quotes for opportunities related to quick cash flow, rapid-turn deals, or working-capital incentives.

   • In-Stock Priority Quotes - Use In-Stock Priority Quotes for opportunities where inventory availability is a priority and leadership visibility is required.

7. Open the desired quote from the dashboard list.

Note: Dashboard records are displayed based on the Account Owner. To ensure reporting reflects the associate actively working the quote, all activities must be logged against the quote using a Phone Call activity.

8. Open the quote and select the Timeline tab.

9. Click the + button and select Phone Call.

10. Enter the appropriate details in the Description field.

11. In the Phone Call record, locate the Source Campaign field and select:

    • FastCash, or

    • In-Stock Priority.

    • If the campaign cannot be found:

      • Use campaign code CMP-05921-C7Q2N for FastCash.

      • Use campaign code CMP-05922-N4L7B for In-Stock Priority.

12. Click Save & Close to complete the activity.

13. The Phone Call activity is saved and associated with the selected quote. The quote is tagged with the appropriate campaign, enabling accurate dashboard reporting, improved visibility of high-priority opportunities, and proper attribution of quote activity.