View a customer’s install base in Agent Workspace to quickly identify
the support they require as well as opportunities for adoption and
upsell.
Ensure that the Customer Service Install Base Management plugin
(com.snc.install_base) is activated.
Role required:
sn_customerservice_agent
View information
on
the products and services a customer has purchased, how they are delivered, and
additional components available with the product models.
-
Click the account you want to view the install base for.
-
Click the
Install
Base related list.
-
Click through the
Sold
Product tree view to view details
on
the sold product and the list of install base items that
belong to it.
-
On the form header, click the
Hierarchy
icon to see the full product model that the sold product is
part of.
The product model hierarchy opens in a separate window. Unpurchased product
components have a
shopping
cart icon next to them.
