How to Reactivate a Deactivated HPE Request in CRM

Overview:

This article explains how to reactivate a deactivated HPE request in Xvantage for Associates (X4A) CRM and return it to the active requests list.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to HPE Requests under the Sales section.

6. By default, the Active HPE Configs view opens.

7. To view deactivated requests, open the view dropdown menu and select Inactive HPE Configs.

8. Locate the HPE request you want to reactivate using the Filter By option or the Quick Find search feature.

9. Select the HPE Request ID to open the request details page.

10. Click Activate in the command bar.

11. When prompted, select the appropriate Status Reason:

    • Open

    • Won

    • Lost

    • Duplicate

    • Pending Response

12. Click Activate to confirm the action.

13. The HPE request is reactivated and moved from the Inactive HPE Configs view back to the Active HPE Configs view, making it available for further updates and processing.