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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring agent tools in Sales Customer Relationship Management

The applications in Sales Customer Relationship Management share common features and tools for agents.

This section describes common features that you can configure for your agents, such as location-based transactions.

  • Configuring location-based product transactions
    In Sales Customer Relationship Management, agents can create opportunities, quotes, and orders tailored to customer location. These transactions are called location-based product transactions.

Parent Topic:Configuring Sales Customer Relationship Management applications

Related topics

Order management

Using Order Management