Configuring Sales and Order Management applications
Set up the Sales and Order Management (SOM) applications so that your agents can work on various stages of the product sales life cycle, such as sales opportunities, quotes, order capture and fulfillment, contracts and entitlements, and also the basic product catalog and pricing features used by each application.
As a user with the admin role, complete the following main configuration tasks to set up your applications. Select a tile to learn about how to install and configure a set of SOM applications to implement and support pre-sales, sales, and post-sales workflows in your organization.
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Lead-to-cash foundation |
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Additional configuration tasks
- Assign user roles in Sales and Order Management applications
Review and assign roles to users of the SOM applications that you install.
- Configuring agent tools in Sales and Order Management
The applications in Sales and Order Management share common features and tools for agents, such as location-based transactions.