Viewing Contact Details
The Contact details page contains information about customers or individuals with whom you conduct business. You can view the details such as name, account associated with, business email ID, phone number etc in the details page. For each contact, you can view the associated contracts, quotes, and opportunities as well as the account details in separate tabs.
- Login to the Conga CPQ on Platform. By default, a Proposals page is displayed.
- Navigate to the App Launcher icon from the top left corner, click .
- Click on the contact name to view the details.
- Click on each tab to view the associated details.
- Details tab: lists the contact details. You can edit the details if required.
- Contracts tab: lists the contracts that are associated with the contact.
- Quotes tab: lists the quotes that are associated with the contact. You can create a new quote from this tab. The process is the same as creating a new quote, Creating a Quote.
- Accounts tab: lists the accounts that are associated with the contact. You can create a new account from this tab. The process is the same as creating a new account, Creating an Account.
- Opportunities tab: lists the opportunities that are associated with the contact. You can create a new opportunity from this tab. The process is the same as creating a new opportunity, see Creating an Opportunity .
