Course curriculum

  • 1

    Video Overview

    • Access the CPQ module from the Hubspot User Interface as well as creating a proposal from the Hubspot Deals module:

    • Configuring Mobileforce CPQ

    • Access Mobileforce CPQ as a standalone solution

    • Mobileforce CPQ Credentials

    • Writing the Quote back to Hubspot
  • 2

    Launching CPQ from CRM Deals or Opportunities

    • From Hubspot you can launch CPQ from a Deal:
  • 3

    Test your Knowledge

    • Create your first CPQ proposal