Viewing the Enrolled Products of an Account

Procedure

To view the enrolled products of an account:

  1. Search for the deal whose existing enrolled products for the account you want to view in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal whose enrolled products for the account you want to view.
    The Deal Information screen appears.
  3. Ensure that the entity hierarchy is expanded in the Deal Information zone.
  4. Click the Drop-down (The Drop-down Icon ) icon in the Action column corresponding to the account whose enrolled products you want to view.
  5. Click the View and Assign Proposed Product option from the drop-down list.
    The Product Enrollment screen appears.
  6. View the enrolled products of the account in the Enrolled Products zone.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Search Deal zone Search Deal
Deal Dashboard screen Deal Dashboard
Deal Information screen Deal Information
Deal Information zone Deal Information
Product Enrollment screen Product Enrollment