Siebel Pricing Administration Guide > Creating Product Offers >

Viewing Product Offers for an Account

Customer service representatives can view all product offers for an account's installed assets.

This procedure displays all upsell or cross-sell recommendations for the account's installed assets that are either promotions or product offers.

NOTE:  Product offers are not displayed in the Catalog or Product Pick applet of the Siebel application.

To view product offers for an account

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the accounts list, drill down on the name of the Account that you want.

   The Account Summary view appears, with the Installed Assets list on the left and the Billing Items list on the right.

3. In the menu for the Installed Assets list, select Recommendations.

   A dialog box appears containing a list of all recommendations for this account.

4. In the dialog box, select recommendations in the list, and click the buttons to accept or reject the product offer.