How to Provide Feedback for Sales Assistant in CRM

Overview:

This article will guide you through on how you can send your feedback for Sales Assistant.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates(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. Select your desired Quotes list from the view drop-down located on the upper left corner of the page.

7. To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once found, click on the Name to view its complete details.

9. 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.

10. You will be directed to X4A Sales Assistant.  

11. Above the Reseller BCN, click the Give Feedback button.  

12. A new tab will open where you can fill out the feedback form for Sales Assistant.  

13. Once done, click Submit.