Conga Product Documentation

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CSR Flow

There can be scenarios when your Sales Rep does not want to configure the Quote/Proposal again to land on the Installed Products page. For these type of scenarios, you can configure the AssetManager button on your Account page. Clicking AssetManager creates an Order and navigates you directly to the Installed Products page. In this flow, you skip the navigation of going to the Installed Products page through the Quote/Proposal > Configure Products. You just have to configure a custom formula button to achieve this, explained here.

The following image illustrates the CSR flow from the Sales and Customer Service perspective.