Viewing the Proposed Product Enrollments for an Account

Procedure

To view the proposed product enrollments for an account:

  1. Search for the deal whose proposed product enrollments 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 proposed product enrollments 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 proposed product enrollments 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 proposed product enrollments for the account in the Proposed 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