How to View Who Created a Quote in Xvantage™

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Overview:

This article explains how to identify the user who created a quote in Xvantage.

Process:

  1. Log in to Xvantage.

  2. From the left navigation menu, select My Business.

  3. Select Quotes.

  4. Locate the quote you want to review.

  5. In the Created By column, view the name of the user who created the quote.