Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

CPQ all transactions in OSC v12

edited Aug 30, 2017 2:58PM in Sales 2 comments

Summary

CPQ all transactions in OSC v12

Content

Hi all,

Currently I have OSC integrated with CPQ and enabled with a tab from the Accounts object.

In OSC, there is no way to view all transactions and not a particular account?

Example: From OSC I would like to be able to see all the transactions I created, or created other users account members, for all accounts I am Owner or participate. Then I can access to see the detail of a particular transaction.

It can? Is there a view or summary with all the transactions created in OSC?

Thank you and regards,

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!