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.
Vorbereitungen
Role required: sn_customerservice_agent
Warum und wann dieser Vorgang ausgeführt wird
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.
Prozedur
- Open CSM Configurable Workspace.
- Open a customer service case.
- Click Sold Products to view the sold product associated to the case and the service offering associated to it.
- Click the service offering to view the service commitments associated to it.