Product Details Tab

View or edit product details about specific implementations for a customer on the Product Details sub-tab. The Product Details sub-tab contains information about customer implementations and products being used.

Viewing Product Details

1. After performing a search and viewing the results found on the Customers tab, click Edit to update any information found on a particular customer record.
2. Navigate to the Product Details sub-tab.
3. Select your desired Product Group using the drop-down menu. Any product groups a particular customer uses will be available here.

Adding Product Details

1. Click Create.



2. Add your product details. Fields marked with an asterisk are required.
   • Product Group: Select the product group to which this product belongs.
   • Product Group Search: Determine whether this product group should appear in the search.
     • Yes: Makes this product group searchable by all portal users.
     • No: Hides this product group from all portal user searches. This product group will still be visible to reference managers, but will appear with a * to indicate that it is hidden from portal users.

   Note: Complete the Product Group Search field prior to selecting a Product Group Status. Available options are determined by the Product Group Search selection.

   • Product Group Status: Select a status using the drop-down menu to inform sales users where they are at with a particular account.
   • Solution Overview: Enter an overview of your product solution.
   • Products: Select the check boxes corresponding to the products your product group contains. Click the blue check icon to select all check boxes. Click the X icon to clear all check boxes.
   • Number of Locations: Enter the number of product locations. This field is used mostly for companies that belong to larger parent companies).
   • Support Level: Select the support level of this product.
   • Operating System: Select the check boxes corresponding to the operating systems your product uses. Click the blue check icon to select all check boxes. Click the X icon to clear all check boxes.
   • Hardware Platform: Select the check boxes corresponding to the hardware platforms your product uses. Click the blue check icon to select all check boxes. Click the X icon to clear all check boxes.
   • Actual Close Date: Enter the close date of the product.
   • Actual Closed Revenue (USD): Enter the closed revenue of the product.
   • Account overview, security challenge, and application requirements: Enter account overview information, any security challenges, and/or application requirements.

   Note: The Sales Win Information fields are automatically populated from a sales win module (e.g. strategic information entered by Salesforce users following wins).

3. Click Save.

Editing Product Details

1. Click Edit to edit existing product details.



2. Edit the product details. Fields marked with an asterisk are required.
3. Click Save.

Note: Click the Return to Search button if you are finished with your edits and wish to return to the search results page.