How to Use CTO App in CRM

Overview: 

The CTO (Create-To-Order) App in Xvantage CRM allows users to submit and manage custom product configuration requests with vendors like Dell, Lenovo, and Cisco. Through a seamless integration with X4A, users can input key details, update end customer information, and request quotes.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it. 

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select CTO App.

6. Fill in the following mandatory fields:

   • Account Number or Account Name

   • Contact

   • Vendor (Choose from: Dell, Lenovo, or Cisco)

7. Click Submit.

8. You will be redirected to X4A.

9. If you are not logged in, you will be prompted to sign in.

10. Enter the necessary details, either:

    • Deal ID

    • Estimate ID

11. Click View Details to access the full CTO request details.

12. To update end customer details, click End Customer Information tab and click Update.

13. You can select what’s available or click +End Customer and fill in the following fields:

    • Contact Name

    • Phone Number

    • Customer Type

    • Address

    • Zip Code

    • Email

    • State

    • Click Save

14. Click Create Quote.

15. Click Request Quote.

16. You can enter up to 10 email addresses to receive a copy of the quote.

17. Click Submit.

18. The partner will receive the quote, which will now appear as Ready to Order in the system.