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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 an account with consumers

Enable customer service managers to identify the end consumers who are using products or services and track customer information.

Before you begin

Role required: One of the following roles:

  • sn_crm_foundation_admin
  • sn_customerservice_manager
  • sn_crm_foundation_data_manager

Procedure

  1. Navigate to All > Customer Service > Accounts.

  2. Select an account.

  3. Select the Consumers related list.

  4. Select New to add an existing or new consumer.

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 Submit.

Result

The selected consumer is associated with the account.