How to View the Product Features in Sales Assistant in CRM

Overview:

This article explains how to view product features and details using the Quick View feature in Sales Assistant within Xvantage for Associates (X4A) CRM.

Quick View allows you to review key product information directly within Sales Assistant without leaving the quote. You can also access the full product details page in Xvantage when additional information is required.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM navigation menu, go to Sales > Quotes.

6. Ensure the quote view is set to All Quotes EMEA.

   • To change the view, select the view drop-down menu and choose All Quotes EMEA.

7. Locate the required quote using either:

   • Filter By on the column headers, or

   • The Filter by keyword search bar.

8. Open the quote by selecting the quote name.

9. On the quote page, select Sales Assistant from the command bar.

   • If the Sales Assistant button is not visible, select the ellipsis (...) to view additional command options.

10. The Sales Assistant opens in a new browser tab.

11. Locate the desired product and hover over the product image.

12. Select Quick View to open the product details popup.

13. Review the available product information, including features, specifications, and pricing details.

14. To view additional product information, select View Full Product Details to open the product page in Xvantage.

15. You can quickly review product features and key details directly within Sales Assistant, helping you evaluate products and make informed recommendations without leaving the quoting workflow.

Note: You can also view full product details by clicking on the designated link that will take you to Xvantage.