Overview:
This guide provides step-by-step instructions on how to search for and view the Auto Quote Preference configuration of an account in CRM. This allows users to verify how auto quotes are set up for a specific account.
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 the CRM sidebar menu, navigate to Extensions and select Auto Quote Preference.
Ensure that your view is Active Auto Quote Preferences.
To search for the account that you want to view:
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.
Enter the complete account name in the field, then click Apply. Matching results will be displayed.
Double-click the Name field (even if it's blank) or the BCN Account number to open the Auto Quote Preference details. Do not click the Account Name hyperlink, as it will direct you to the account profile, not the Auto Quote Preference settings.
The selected account’s Auto Quote Preference configuration will now be displayed for viewing.