Screen layout: CPQ

Introduction

The CPQ menu consolidates features related to managing your CPQ Dealer Portal.

Terms and concepts used in this article

How it fits together

By default, the Dealer Management screen is open when you select CPQ.

As the System Administrator, you can manage:

Dealer Management

The Dealer Management screen lists dealers that are using the CPQ Sales Portal.

Typically, each dealer has one main account created in the Management Interface, which is synced with a customer account in your ERP. Create a CPQ Dealer Portal User Administrator who is responsible for creating Sales Users in the CPQ Dealer Portal user management screen.

Actions available

• Create a dealer account in the Management Interface. Search for an existing dealer in your ERP, and once found, it is added as a dealer profile in the Management Interface.

• Edit a dealer profile.

• Impersonate a dealer profile so that you can see what your User Administrator/Sales User sees in the CPQ Dealer Portal.

Settings

Settings displays a list of existing status and their mappings between the CPQ Portal and the Host System.

Actions available

• Define the statuses that are visible in the CPQ Dealer Portal.

• Define mappings between the statuses listed on the CPQ Dealer Portal and their equivalents in the Host System.

• Specify which status is the Default. Only one status can be set as Default.

Read about the lifecycle stages of a quote in Using CPQ Dealer Portal for more information.