How to Suggest Accessories from Different Vendor using Sales Assistant in CRM

Overview

This article provides a step-by-step guide on how to suggest accessories from different vendors using the Sales Assistant in CRM.

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 Xvantage CRM sidebar menu, navigate to Sales and select Quotes.
Choose your preferred list of quotes by selecting from the drop-down menu for quotes located in the top left corner of the page.
To find the quote that you need, click the column header and use the Filter By option or the Filter by keyword bar.
Open the quote by clicking the quote name (a hyperlink).
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.
You will be directed to X4A Sales Assistant.
Select the product you wish to complement. The Attach tab will be displayed automatically.
In the Attach tab, select the Accessories section to view recommended accessories that are most compatible with the items in your quote.
Choose the item you need.
Click the Add button.
Click the Plus (+) or Minus (-) icon to adjust the quantity of the desired accessories.
Click Add to add the desired products to your quote.
Click Update quote. You will be redirected to CRM with the updated quote.