---
title: View the install base in CRM Workspace
description: View a customer’s install base in CRM Workspace to quickly identify the support they require as well as the opportunities for adoption and upsell.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/install-base-aw-csm.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using CRM Workspace in Customer Service Management, Manage cases, Use, Customer Service Management]
---

# View the install base in CRM Workspace

View a customer’s install base in CRM Workspace to quickly identify the support they require as well as the opportunities for adoption and upsell.

## Before you begin

Verify that the Customer Service Install Base Management plugin \(com.snc.install\_base\) is activated.

Role required: sn\_customerservice\_agent

## About this task

You can view information about a customer's purchased products and services, delivery details, and additional components that are available for the product models.

## Procedure

1.  Open CRM Workspace.

2.  Select the account that you want to view the install base for.

3.  Select the Install Base related list.

4.  Scroll through the Sold Products tree view to view the details about the sold product and the list of install base items that belong to it.

    \[Omitted image "product-model-view.jpg"\] Alt text: Install Base tab for the account includes information about Sold Products and the associated install base items.

5.  On the form header, select the Hierarchy icon \[Omitted image "hierarchy.png"\] Alt text: Sold product hierarchy icon. to see the full product model that the sold product is part of.

    The product model hierarchy opens in a separate window. Unpurchased product components have a shopping cart icon next to them.

    \[Omitted image "product-model.jpg"\] Alt text: Product model showing different purchased and unpurchased product components.

6.  View the install base items and related lists in the configurable workspace by navigating to **Products** > **Install Base item**.

7.  View the details of the install base item by opening an install base item.

    **Note:** You can also use the right navigation pane to view the install base items and related list.