Create a customer play task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or external customers.

    Vorbereitungen

    Role required: sn_acct_lc.customer_success_agent

    Prozedur

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > All Customer Plays.
    3. Open a customer play, navigate to the Success Tasks tab, and select New
    4. On the form, fill in the fields.
      Tabelle : 1. customer play form
      Field Description
      Number System generated unique number for the onboarding case record.
      Account The account number of the enterprise customer associated with the account.
      Parent The parent customer play with which this task is to be associated is displayed. You can select a different customer play task from the drop-down list.
      Contact The key customer contact for this customer play task.
      Assigned to The key internal team member handling this customer play task.
      Squad The team supporting this account for achieving both value and success.
      Category The category associated with this customer play task. This can be:
      • Workshops and meetings
      • Design reviews
      • Product training
      • Professional services
      State State of the customer play task. This can be:
      • New
      • In progress
      • Paused
      • Canceled
      • Closed
      Progress Current progress of this customer play task. This can be:
      • Not Started
      • On-Track
      • At Risk
      • Paused
      • Completed
      • Canceled
      Priority Priority of this customer play task in comparison to others. This can be:
      • Critical
      • High
      • Medium
      • Low
      • Very Low
      Due date Date by which the customer play task should be completed.
      Visible to customer Select this check box if the customer play task should be visible to customers.
      Subject Enter the subject or the goal for this customer play task. This is a required field.
      Watch list Select the users who should be notified of any updates to the customer play.
      Work notes list Select the users who should be notified of any updates to the worknotes.
      Description Enter a description for this customer play. This is a required field.
      Work notes Any internal notes regarding this objective.
      Additional comments Any additional information that must be provided to the customer. This information is visible to the customer.
    5. Select Save to create a new customer play.

    Nächste Maßnahme

    • Select Discuss to start a sidebar discussion about this customer play task. In the pop-up window, select the participants who must participate in the discussion, enter a brief message, and select Start discussion. A window appears with a link to the record for this initiative. Select Open record and start the discussion. When the discussion has been completed, you can see the details in the Activity stream.
    • Create success play: See Create a success play.