Overview:
This guide provides step-by-step instructions on how to reactivate a previously deactivated Auto Quote Preference in the CRM. Once reactivated, the record will be restored to the Active Auto Quote Preferences view and resume its configured behavior.
Note: This function is used by Business Admins.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A Hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM locate Extensions in the left navigation panel.
Select Auto Quote Preference from the Extensions sub-menu.
Change your view to Inactive Auto Quote Preferences.
To search for the account that you want to reactivate:
Click the Edit Columns icon next to the Edit Filters.
Click Add Columns, select Account, then click Close.
Click Apply.
Click the Account column header, then select Filter by.
In the drop-down change the criteria from Equals to Contains.
Enter the account name in the text field, then click Apply. Matching results will be displayed.
Tick the checkbox next to the item to confirm your selection.
Click Activate in the command bar.
A confirmation pop-up will appear. Click Activate again to confirm. The record will now be moved to the Active Auto Quote Preferences view.