Overview:
This article explains how to update the Status Reason 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 Status Reason field and select the appropriate value:
Open – The request is active and currently being worked on.
Won – The sales opportunity has been successfully closed and won.
Lost – The sales opportunity has been closed without a successful outcome.
Duplicate – The request duplicates an existing HPE request and should not be processed separately.
Pending Response – Additional information or action is required before the request can proceed.
Click Save & Close in the command bar to save your changes.
The Status Reason is updated and saved for the HPE request, ensuring the request accurately reflects its current business status and progress within CRM.