Description

This article will cover how to select the product you want to manage or provision for a Customer in Converge.

Requirements

  • A login to Converge
  • A Customer setup in Converge. Please see How To Add New Customer

The Process

Provision New Service

  • Log into Converge
  • Click on Services
  • Find the Customer in All Customers either by scrolling or search using the Customer.. field

  • Click on the Customer name
  • Select the Product from the drop down

Manage Existing Service

You can use the same steps above to manage an existing service

  • Log into Converge
  • Click on Services
  • Find the Customer in All Customers either by scrolling or search using the Customer.. field

  • Click the Icon of the Product you want to manage

You can also click these Icons once you have clicked the Customer Name.