How to View and Download Bid Documents in CRM

Overview:

This article will guide you on how to access and download bid documents from CRM.

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. From the CRM’s left navigation menu, scroll down to Sales. Click Bid Tool.

6. You can use the Fulltext search box to find the bid you’re looking for.

7. Once the desired bid is found, click on the magnifying glass icon to view the bid's account.

8. You will be directed to the bid’s account, with six (6) available tabs that you can navigate on. Be sure to click Bid Documents.

9. A table will appear containing all the bid documents.

10. Click the Bid Document Name (hyperlink).

11. The file will be downloaded to your device.