| Key Activity | Tip Sheet | Video |
|---|---|---|
| Getting Started | ||
| Setting Preferences |  |
|
| Setting Filters | |
|
| CSCC Search Tools | |
|
| Serial Number Search | |
|
| Data Integrity Best Practices | |
|
| Contacting Support | |
|
| Address Management | |
|
| Quoting in CSCC | ||
| Creating an Estimate (Quick Price) | |
|
| Quoting Basics | |
|
| Adding Lines Using the Upload Template | |
|
| Granting and Revoking Access to Estimates and Quotes | |
|
| Create a Quote to Convert to an Existing Contract | |
|
| Create a Quote to Convert Into a New Contract | |
|
| Creating Renewal Quotes Using Customer Name Search | |
|
| Multi-National Quoting | |
|
| Referencing Quote Line Level Info | |
|
| Resolving Validation Errors | |
|
| Validation Guidance | |
|
| Creating Takeover Quotes | |
|
| Contract Management in CSCC | ||
| Download A Contract List | |
|
| Registering Contracts | |
|
| Adding Products using OCM | |
|
| Moving Products using OCM | |
|
| Renewing All Lines on a Contract Using OCM | |
|
| Renewing Selected Lines on a Contract Using OCM | |
|
| Contract Upgrade (All Lines on a Contract) | |
|
| Contract Upgrade (Selected Lines on a Contract) | |
|
| Viewing Renewal Base | |
|
| Viewing Contract Renewal Base | |
|
| Renewing Contracts from POM Using Customer Name | |
|
| Ordering in CSCC | ||
| Ordering a Single Quote | |
|
| Ordering Multiple Quotes | |
|
