Associate sold products with account consumers

Enable customer service managers to track sold products or services by associating sold products or services with account consumers.

始める前に

Role required: sn_customerservice_manager

手順

1. Navigate to All > Customer Service > Products > Sold Products.
2. Select a product that doesn’t have a consumer associated with it yet.
3. Either add an existing consumer or a new one.

   表 : 1. Options and procedure

   Option	Procedure
   Add an existing consumer	In the Consumer field, select the Lookup using list icon (). Select a consumer from the list.
   Add a new consumer	In the Consumer field, select the Lookup using list icon (). Select New. On the Consumer form, fill in the fields. Select Submit.

4. Select Update.

タスクの結果

The product is associated with the consumer.