MyBusiness Manufacturer

MyBusiness Manufacturer

Learn how to use the CPQ platform provided by MyBusiness

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Responsible	Hugo Domingos
Last Update	16/09/2024
Members	5

Course
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My account

1Lessons ·
- Reset my password
  
  Preview
Directories

7Lessons ·
- Contact creation (Customer user)
  
  Preview
- Deleting a contact (customer user)
  
  Preview
- Creation of a company (customer)
  
  Preview
- Deleting a company (customer)
  
  Preview
- Modify contact information
  
  Preview
- Set up a purchase discount for a customer
  
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- Monitor my customer's BatiTrade activity
  
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Lead Management

1Lessons ·
- Opportunity Management (Lead)
  
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Projects

2Lessons ·
- Create a configured project that is not associated with a quote
  
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- Generate a quote based on a configured project.
  
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Quote

4Lessons ·
- Add Installation/Delivery to a quote
  
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- Print or Download a Quote
  
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- Duplicate an entire quote
  
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- Duplicate (or create a variant of) a quote line item
  
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CRM

2Lessons ·
- Create an event in the calendar
  
  Preview
- Create a visit report
  
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