Overview:
This article explains how to update the HPE Status of an existing HPE request in Xvantage for Associates (X4A) CRM.
Process:
Go to My Apps and open Okta.
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.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM’s left navigation menu, navigate to HPE Requests under the Sales section.
By default, the Active HPE Configs view opens.
If necessary, use the view dropdown menu to switch to a different view.
Locate the HPE request you want to update using the Filter by option or the Quick Find search feature.
Select the HPE Request ID to open the request details page.
In the upper-right corner of the request form, click the down arrow next to Deal Size to expand additional fields.
Locate the HPE Status field and select the appropriate status:
Quote Sent – A quote has been sent to the customer.
Pending Vendor Response – Waiting for a response from HPE.
Pending Customer Response – Waiting for feedback or action from the customer.
In Progress – Request is currently being worked on.
Vendor Responded – HPE has provided a response.
Customer Responded – Customer has provided the requested information or response.
New – Request has been created and is awaiting action.
Click Save & Close in the command bar to save the updated status.
The HPE request status is updated and saved in CRM, ensuring the request accurately reflects its current stage in the process.