How to Provide a Product Feedback in Sales Assistant in CRM

Overview:

This article explains how to provide feedback on product recommendations in Sales Assistant using the thumbs up and thumbs down icons. Your feedback helps improve the quality and relevance of product recommendations.

Note: If you select Thumbs Down for a product, that recommendation is removed from your personal recommendations. However, it remains visible to other associates until they also provide negative feedback.

Process:

1. Go to My Apps and open Okta.

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

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

3. In X4A, hover over the left navigation menu and select Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Sales > Quotes.

6. 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.

7. Locate the quote by clicking the column header and use the Filter By option or the Filter by keyword bar..

8. Open the quote and click Sales Assistant on the command bar.

   • If Sales Assistant is not visible, click the ellipsis (⋮) to display additional command options.

9. The X4A Sales Assistant page opens and displays product recommendations.

10. Locate the product recommendation you want to rate. The thumbs up and thumbs down icons are displayed on the product tile.

11. Click the thumbs up or down icon that represents your feedback.

12. Click:

    • Thumbs Up to indicate that the recommendation is relevant.

    • Thumbs Down to indicate that the recommendation is not relevant.

13. Your feedback is recorded and used to improve future product recommendations in Sales Assistant. A product marked with thumbs down is removed from your personal recommendation list.