How to Use the Drop-down in Quotes in My Insights in Xvantage for Associates

Overview:

This guide provides step-by-step instructions on how to use the drop-down filters within the Quotes section of My Insights in Xvantage for Associates (X4A) to narrow down quote data by associate, status, or vendor.

Process:

1. Go to My Apps and click Okta.

2. Search for X4A in Okta and click it. Xvantage for Associates (X4A) will open in another tab. 

3. In the left navigation menu, click Insights, then select My Insights.

4. Click the Quotes tab.

5. At the top of the Activity section, you'll see three drop-down filters:

   • Associate

   • Status

   • Vendor

6. The results will be based on the selected filters, displaying only the relevant quotes

Subtopic 1: Filter by Associate

Process:

Note: Available for Sales Managers only.

1. Click the Associate drop-down to filter quotes assigned to specific associates.

2. To view only your own quotes, select your name and click Apply.

Subtopic 2: Filter by Status

Process:

Note: Available for Sales Managers only.

1. Click the Status drop-down to filter quotes by status. Options include: In Progress, Completed, Saved, Expiring, Dismissed, Overdue, No Status.

2. Select the desired status and click Apply.

Subtopic 3: Filter by Vendor

Process:

Note: Available for Vendor Associates only.

1. Click the Vendor drop-down to filter quotes by vendor.

2. You can search by Vendor Code or Vendor Name in the search field.

3. Select the vendor and click Apply.