---
title: Using Business Portal for self-service workflows in Sales CRM
description: Business-to-business \(B2B\) customers can use the Business Portal to browse product catalogs, create orders, create and view order cases, manage invoice and invoice cases, and request for quotes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/order-mgt-business-portal.html
release: australia
topic_type: concept
last_updated: "2026-08-18"
reading_time_minutes: 1
breadcrumb: [Use, Sales Customer Relationship Management]
---

# Using Business Portal for self-service workflows in Sales CRM

Business-to-business \(B2B\) customers can use the Business Portal to browse product catalogs, create orders, create and view order cases, manage invoice and invoice cases, and request for quotes.

-   **[Access the Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/order-management-access-the-business-portal.md)**  
Customers can access the Business Portal from their instance to browse products and create orders.
-   **[Self-service order management using Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/self-service-order-management.md)**  
The Business Portal uses the product catalog to enable B2B customers to browse and configure products. Customers can build orders and submit them for fulfillment, and also view order history.
-   **[Managing request for quotes \(RFQs\) using Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/rfq-business-portal.md)**  
Request quotes for products or services you're interested in via the Business Portal. Specify budget and pricing preferences, and submit quote requests without engaging a sales agent. Simplify the RFQ life cycle from submission and internal review to quote generation and customer acceptance, ensuring faster turnaround times and improved transparency.
-   **[Order case management using Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/order-case-self-service.md)**  
Business Portal enables customers to create and view order cases for orders or order line items. They can request changes to unfulfilled orders from the ServiceNow Otto Virtual Agent panel using chat and voice channels.
-   **[Invoice and invoice case management using Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/invoice-case-self-service.md)**  
Business Portal enables customers to view invoices, dispute discrepancies across single or multiple invoices using self-service playbooks, and track resolution. Billing specialists can resolve disputes using an agentic workflow that validates claims and automates resolution actions.

**Parent Topic:**[Using Sales Customer Relationship Management applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/som-using.md)

**Related topics**  


[Configuring the Business Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/order-management-configure-business-portal.md)

[Customer self-service for Sales Customer Relationship Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/som-self-service-business-portal.md)