Master Data

• Language
• Currencies
• Country, Regions & Time Zones
• Fiscal Periods
• Gender
• Inco Terms

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User & Access Management

• Employee Management
• User Management
• Password Policy
• Sales Team
• Role Management
• Read Restriction Rules

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Accounts & Contacts

• General Account Overview
• Account Configuration
• Contact Person
• Partner Function & Partner Function Type
• Partner Management

Product Modelling

• Introduction to Product Modelling
• Product Creation
• Product Characteristics Definition
• Product BOM Definition
• Product Rules Definition
• Calculations

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Equipment

• Introduction to Equipment

Activities

• Introduction to Activities
• Tasks
• Meetings
• Phone Calls
• Emails

Outlook Integration

• Introduction to Outlook Integration
• General Set Up
• Using the Server-side Synchronization
• Using the Outlook Add-in
• Mass Provisioning the Add-in
• Known Limitations

Leads

• Introduction to Leads

Opportunities

• Introduction to Opportunities
• Opportunity Sales Phase Configuration
• Calculated Fields
• Pipeline

Quotes

• Introduction to Quotes
• The New Configurator UI - Workspace
• Routing
• Approvals
• Group Profiles
• Custom Layouts

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Pricing

• Introduction to Pricing
• Pricing Scheme Determination Guide
• Introduction to Internal Pricing
• Internal Pricing Engine
• Internal Pricing Audit & Debug
• Internal Pricing Configuration (Excel)

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Guided Selling

• Introduction to Guided Selling
• Accessing Guided Selling
• Question Set Management Via UI
• Guided Selling Images
• Creating New Question Sets Via Excel Upload

Visual Product Finder

• Introduction to the Visual Product Finder
• Configuring the Visual Product Finder
• End User Experience

Reporting / Analytics

• Introduction to Reporting / Analytics
• Homepage Analytical Tiles
• MX Cockpit
• Excel Based Analytics & Reporting

UI Configuration

• Relative Selects
• Saved Search
• Home Page
• UI Profile
• Application Localization
• Embedding CPQ / CRM Into Other Applications

Templates

• Introduction to Templates
• Report Templates
• Reporting Engine Introduction
• Reporting Engine Implementation
• Email Templates
• Rich Text Editor Attributes

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Approvals

• Introduction to the Approval & Permission Engine
• Concept of Approval
• Status Flow with Actions
• Permission

Extensibility

• Custom Fields
• Look Up Tables 
• Groovy Script
• IMC Script 
• General Property & Ontology File Management

Commerce

• Introduction to Commerce
• Commerce User Management
• Global Settings, Login & Landing Page Banners
• Manage Header Navigation
• Screen Configuration Maintenance
• Localisation

See all 17 articles