How to View the Credit Increase Application in the Account in CRM

Overview:

This article provides a step-by-step process on how to view the credit increase application in a specific account in Xvantage for Associates CRM. 

Process:

1. Go to My Apps and open Okta.

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

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

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Choose the view that you need.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, click the account name to open the account details. 

9. Scroll down to the Credit Increase Applications section, located on the right-hand side of the page.

10. This section displays the following details for Credit Increase Applications:

    • Created on

    • App ID

    • Request Type

    • Requested Limit

    • Account Name

    • BCN

    • Created by

    • Credit Increase Status

    • Owner