Your customer has sales organizations in two countries. The customer wants to make sure that users from one country have access only to quotes from that country.
How do you achieve this?
A.
Define different steps (for example, Pending A and Pending B) for each country. The participant profile of each step allows access through user groups (either Group A or Group B depending on the step). Using transition rules, make sure that quotes for Country A are always moved to steps belonging to that country.
B.
Hide Transaction Manager in CPQ and make sure that all access to quotes is performed from the CRM system where you can easily define which quotes should be visible for different users.
C.
Define two groups: Country A and Country B. Define a participant profile, Sales, for each step. Define an auto-forwarding rule which returns either “Group A~company~Sales” or “Group B~company~Sales.”
D.
Define two groups: Country A and Country B. For each step, define two different participant profiles: Profile A and Profile B. For each profile, select one matching group.
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