The CPQ Home page is the starting point of various functions in the application.
The home page consists of the following components:
The Home page view depends on user settings.
| Feature/Section | Description |
|---|
| Search | This feature enables you to quickly search for various items like Quote/Proposals, Templates, Accounts, Contacts, and more. You can further search within the results for specific objects using the Advanced Search feature. A search bar is available at the top of every window within the application, backed by an easy-to-use search engine. Based on the keyword you enter, the system searches against all key elements and retrieves quotes or proposals. |
| Create New | This button is located on the left-hand side of the homepage. This button provides an easy way to initiate new items like Quote/Proposal, Opportunity, Template, Account, Report, and more. |
| Tabs | These are individual tabs that provide you a broader view of specific items like Proposals, Templates, Reports, and more. |
| Dashboard | Dashboards give you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts (or components) that graphically display your custom report data. |
| My Tasks | A quick summary of tasks that have been assigned to you. |
| Items To Approve | A quick summary of items that have been assigned to you for approval. |
| Setup | This link is located on the top right-hand corner of the homepage. The link redirects you to the Force.com home page using which you can perform actions, such as view, customize, add, or edit objects and fields. |
| Salesforce menu | The drop-down menu provides you with the list of Conga modules that you can use for configuring, pricing, and quoting. |
The CPQ Home page enables you to access quoting information in a variety of ways; Searching, Reporting, Dashboards, and Views.
