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

Click the account you want to view the install base for.
Click the Install Base related list.
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.
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.

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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 install base information in Agent Workspace

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