ERP.AI Publisher: ERP·AI · official
CPQ for Manufacturing Published process ERP·AI

Opportunity Workspace

Master-detail opportunity workspace with quote versions, stage progress, approval context, and activity timeline.

Open Opportunity Workspace View CPQ for Manufacturing

Operational process spine

3 authored handoffs

Master-detail opportunity workspace with quote versions, stage progress, approval context, and activity timeline.

  1. 01

    Review priorities

    Open Opportunity Workspace to review the records and work that need attention.

  2. 02

    Keep work current

    Create and update operational records as work moves forward.

  3. 03

    Track outcomes

    Use the app's sales & crm views to monitor progress and resolve exceptions.