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Obtain Customer Information

OVERVIEW

In this scenario, an external system must have the ability to access customer information.

ADMINISTRATION

The following examples list several possible scenarios and details how to properly address each scenario.

  1. Quotes are created using their current CPQ system and the information must be passed using:
  2. Customer information is imported using:
  3. BMI can integrate with tools to obtain customer information. The CPQ Cloud user should be able to click a button to obtain the needed information in real-time, using:

RELATED TOPICS

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