Viewing the Proposed Product Enrollments for an Account
Procedure
To view the proposed product enrollments for an account:
- 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.
-
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.
- Ensure that the entity hierarchy is expanded in the Deal Information zone.
-
Click the Drop-down (
) icon in the Action column corresponding to the account whose proposed product enrollments you want to view.
-
Click the View and Assign Proposed Product option from the drop-down list.
The Product Enrollment screen appears.
- 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 |