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Using customer data models for B2B2C › Customer management › Use › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate sold products with account consumers

Enable customer service managers to track sold products or services by associating sold products or services with account consumers.

Before you begin

Role required: sn_customerservice_manager

Procedure

  1. Navigate to All > Customer Service > Products > Sold Products.

  2. Select a product that doesn’t have a consumer associated with it yet.

  3. Either add an existing consumer or a new one.

OptionProcedure
Add an existing consumer
  1. In the Consumer field, select the Lookup using list icon (
    Image omitted: List_SearchIcon.png
    Lookup using list icon).</li>
  2. Select a consumer from the list.
Add a new consumer
  1. In the Consumer field, select the Lookup using list icon (
    Image omitted: List_SearchIcon.png
    Lookup using list icon).</li>
  2. Select New.
  3. On the Consumer form, fill in the fields.
  4. Select Submit.
  1. Select Update.

Result

The product is associated with the consumer.