How to View the Details of Opportunity Leads in Xvantage™

Overview:

This document will show you how to explore the details of opportunity leads in Xvantage.

Process:

1. Log in to Xvantage.

2. Go to My business from the left navigation menu.

3. Click on Business Opportunities.

4. A list with all available opportunities will appear on the page.

5. Choose one opportunity from the list.

6. Select the View Details button with the eye icon from the opportunity description.

7. You will be redirected to the details page.

8. Scroll down and locate the Opportunity leads. You will find a table with all leads.

9. In the table, you can find the following information:

• Recommended Opportunity

• Complementary Item

• Transaction – Below you can view the date the transaction was completed.

• Total ordered – Below you can check both the price of the lead and the number of ordered units.

10. Next to Total ordered of each opportunity lead, there is a View Quote button with an eye icon. If you click on it, you will be redirected to the opportunity lead’s Quote page.