How to set up a CPQ Account

Transcription

How to set up a CPQ Account
How to set up a CPQ Account
1. Go to www.asherstrategies.com
2. Click on CPQ Login on top right corner
3.
Click on "New Account Set Up"
4. Enter in your account information (make a note of your
username/password), click submit
5. At Company Main Menu, click "Add Participant"
6. Enter name and email address of person taking the
assessment, click submit
7. Click "Click Here to Process"
8. The next page will give you your profile code in red. Make
sure to write the profile code down.
9. Send the profile code to the participant taking the
assessment as they will be prompted for it when they click
on the link sent to them automatically from the system
to begin the questions.