Overview:
This article will guide you through the steps to explore additional items that other partners have added to quotes like yours, based on the contents of your current quote, so you can enhance your offering and maximize value.
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 Xvantage CRM sidebar menu, navigate to Sales and select Quotes.
Choose your preferred quotes display by selecting from the quotes view drop-down menu found in the upper 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.
Click Quote Enhancement. You can uncover additional products that other partners have included in similar quotes based on what’s in the current quote.
A list of products will be displayed.
Click the Plus (+) or Minus (-) icon to adjust the quantity of the desired products.
Click Add to add the desired products to your quote.
Click Update quote. You will be redirected to CRM with the updated quote.