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 enables you to review key product information directly from Sales Assistant without leaving the quoting workflow. For more comprehensive information, you can open the product details page in Xvantage.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM navigation menu, go to Sales > Quotes.
Ensure the quote view is set to All Quotes.
To change the view, select the view drop-down menu and choose All Quotes.
Locate the required quote using either:
Filter By on the column headers, or
The Filter by keyword search bar.
Open the quote by selecting the quote name.
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.
The Sales Assistant opens in a new browser tab.
Locate the product you want to review.
Hover over the product image and select Quick View.
Review the product information displayed in the Quick View window, including key features, specifications, pricing, and availability.
To access additional product information, select View Full Product Details to open the product page in Xvantage.
Note: The View Full Product Details link provides access to the complete product record in Xvantage, where you can review detailed specifications and other product-related information.
