Add quotes with certain statuses to different folders/tabs in transaction manager screen
Summary:Ask from business is to sort quotes with the end statuses in CPQ and add them to dedicated folders/tabs so they are off the main screen in "Oracle Quote to Order – Manager" as this will help our agents to focus better on the genuine outstanding quotes that have to be acted on.
Content (required):Please let us know if you had similar requirement and you have a solution in place. As per our understanding, if an agent does not wish to view quotes of certain statuses, a default view could be created excluding the status. This view will be specific to that agent.