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Adding Profile Information to a Reference

The Profile view allows you to update the account with information about the assets owned by the account, and information about the service profile. The service profile is a list of all external products the account is using in its operating environment. For example, if your company sells application software, then you might add information about the server hardware and end-user operating system used in conjunction with your products.

This task is a step in Process of Managing Accounts and References.

To add profile information to a reference

1. Navigate to the References screen, then the Reference List view.
2. Drill down on the Stage field of a reference record.
3. Navigate to the Profile view.

   The Profile list and the Service Profile list appear.

4. In the Profile list, create a new record, and complete the necessary fields.
5. In the Service Profile list, create a new record, and complete the necessary fields.