View the install base in CSM Configurable Workspace

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

시작하기 전에

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

Role required: sn_customerservice_agent

이 태스크 정보

You can view information about a customer's purchased products and services, delivery details, and additional components that are available for the product models.

프로시저

1. Open CSM Configurable Workspace.
2. Select the account that you want to view the install base for.
3. Select the Install Base related list.
4. Scroll through the Sold Products tree view to view the details about the sold product and the list of install base items that belong to it.
   
5. On the form header, select 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.

   

6. View the install base items and related lists in the configurable workspace by navigating to Products > Install Base item.
7. View the details of the install base item by opening an install base item.
   주:

   You can also use the right navigation pane to view the install base items and related list.