Stack Manager is where MSPs can define their Products/Services - Technical Stack. This information will be used across clients to give insights into client alignment and sales opportunities.
Using Tags
Tags are used to define your one or more stacks. For example, you may want to create a tag for your stack items that are part of your "standard" service agreement and a tag for items that are part of your "premium" service agreement.
Other examples include gold, silver, bronze or security and advanced security or ancillary services.
Defining these stack tags will allow you to easily filter for the services you offer.
Creating Tags for Stack Items and Customer Profiles can be done in the Manage Tags section of the Account Settings page in the vCIO menu.
Use the drop down selector to select the CS Stack Tags option.
To add a tag, click the + icon in the upper right corner of the page.
Assign a name to your tag in the new tag edit window. You can also customize the color and transparency of the tag using the color selection tools. Click Save to when finished.
Categories
You can assign categories to your stack items to organize your stack items and to allow for more filtering and sorting options. You can create your own categories for your stack items.
To begin, select CS Account Settings from the navigation panel in the Customer Success platform. Next, Select the CS Stack Management Tile
Select the Category Manager from the drop-down menu located at the top-right of the window.
You can add or edit your categories as well as restore deleted categories from the main menu.
To add a category, click the + icon at the top of the category manager table window. In the pop-up window assign a name to the category. You can also assign any stack alignment items that you have already created to the Category. If you do not have an items setup, you can assign the category when you create your stack items. (See below)
Click the Save button to save the category.
Stack Items
To begin, select CS Account Settings from the navigation panel in the Customer Success platform. Next, Select the CS Stack Management Tile
Select the Stack Manager from the drop-down menu located at the top-right of the window.
You will see a list of service/product offerings. This is where you will begin to customize the list specific for your MSP.
To add or edit items in your stack:
To edit one of the pre-filled product offerings, click the 'edit' icon next to the product offering name, or
click + Add New button at the top right.
Assign a name or rename, add an optional description, and assign an optional category. Use the 'Active' checkbox to show/hide the component.
Check "Agreement Inclusion Default" box if this item is included in your agreements/contracts by default. This will disable MRR and NRR opportunity entries for stack component in customer detail stack alignment.
Assign stack tag(s) to this component if applicable (e.g. Bronze, Silver, Gold package component). When you assign a tag to a component the item will become applicable by default in the company stack alignment configuration. This will apply to all companies that have the corresponding stack tag(s) setup in their company profiles.
Add product options by selecting from pre-filled products, or by adding a new product option.
Be sure to include items that you may not offer in order to populate what the client currently has (e.g. multiple brands of firewalls)
Check the box next to your preferred options
Use the 'stack' icon and drag-and-drop to re-order the product list.
Click Save.
You can also restore a deleted stack component by clicking the restore icon located in the upper right corner of the stack manager window.
More information:
Customer Detail - Stack Alignment