Business Portal reference for Sales Customer Relationship Management

Reference topics provide additional information about the components such as roles and tables that are installed with various Business Portal plugins.

• Components installed with Sales Cart
  Several types of components are installed with activation of Sales Cart including tables, user roles, and scheduled jobs.
• Components installed with Customer Request for Quote
  Several types of components are installed with activation of the Customer Request for Quote (RFQ) plugin, including tables, user roles, and plugins.
• Request for quote (RFQ) states
  An RFQ can move through different states during its life cycle after being submitted by the customer based on agent activity in the CSM Configurable Workspace.
• Invoice states on Business Portal
  Invoices move through different states during its life cycle after an accounts payable specialist processes the invoice.
• Invoice case states on Business Portal
  An invoice case moves through different states during its life cycle after an accounts payable specialist processes it.
• Invoice case details on the Business Portal
  Field descriptions for invoice case headers and invoice case line list views on the Business Portal.
• Add invoices to case list
  Add invoices to case form on the Business Portal enables you to a.
• Invoice line item details on Business Portal
  Invoice line list view details on the Business Portal.

Parent Topic:Sales Customer Relationship Management reference