Associate an account with consumers

Enable customer service managers to identify the end consumers who are using products or services and keep track of customer information.

Before you begin

Role required: sn_customerservice_manager

Procedure

1. Navigate to All > Customer Service > Accounts.
2. Select an account.
3. Click the Consumers related list.
4. Click New to add an existing or new consumer.

   Table 1. Options and procedure

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

5. Click Submit.

Result

The selected consumer is associated with the account.