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    Home Paris Customer Service Management Customer Service Management Customer Service Management Using Customer Service Management View install base information in Agent Workspace

    View install base information in Agent Workspace

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    View install base information in Agent Workspace

    View a customer’s install base in Agent Workspace to quickly identify the support they require as well as opportunities for adoption and upsell.

    Before you begin

    Ensure that the Customer Service Install Base Management plugin (com.snc.install_base) is activated.

    Role required: sn_customerservice_agent

    About this task

    View information about the products and services a customer has purchased, how they are delivered, and additional components available with the product models.

    Procedure

    1. Click the account you want to view the install base for.
    2. Click the Install Base related list.
    3. Click through the Sold Products tree view to view details about the sold product and the list of install base items that belong to it.
      Sold Product tree view
    4. 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.Product model hierarchy

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    Release version
    Choose your release version

      View install base information in Agent Workspace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      View install base information in Agent Workspace

      View a customer’s install base in Agent Workspace to quickly identify the support they require as well as opportunities for adoption and upsell.

      Before you begin

      Ensure that the Customer Service Install Base Management plugin (com.snc.install_base) is activated.

      Role required: sn_customerservice_agent

      About this task

      View information about the products and services a customer has purchased, how they are delivered, and additional components available with the product models.

      Procedure

      1. Click the account you want to view the install base for.
      2. Click the Install Base related list.
      3. Click through the Sold Products tree view to view details about the sold product and the list of install base items that belong to it.
        Sold Product tree view
      4. 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.Product model hierarchy

      Tags:

      Feedback

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