View sold product information in CSM Configurable Workspace

Enable customer service agents or managers to view the sold products and the service offerings associated to the sold product for an account or consumer.

시작하기 전에

Role required: sn_customerservice_agent

이 태스크 정보

Customer service agents can view which service offerings are associated to the sold products affected by an issue. They can also see the service commitments and availability.

프로시저

1. Open CSM Configurable Workspace.
2. Open a customer service case.
3. Click Sold Products to view the sold product associated to the case and the service offering associated to it.
4. Click the service offering to view the service commitments associated to it.