Overview:
This article will guide you on how to view available Repeat and Cross-Sell Opportunities in Xvantage, including opportunity details, potential sales, sales opportunities, and available partner resources.
Process:
Log in to Xvantage.
Hover over the left navigation menu and select My Business.
Click Business Opportunities.
By default, the Grow Sales page is displayed.
The available Repeat and Cross-Sell Opportunities are displayed in a list with the following information:
Opportunity Name
Status
Active Dates
Potential Sales – The total potential revenue that can be generated by utilizing the campaign.
Use the search bar to search for a specific opportunity.
Click the View Details hyperlink for the opportunity you want to review.
The Opportunity Details page is displayed.
Scroll down to view the following information:
Sales Opportunities – Displays the recommended opportunity, complementary item, transaction details, and total ordered. You can also view the associated quote, if available.
Partner Resources – Displays available resources to support and help you take advantage of the opportunity.